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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: kumar who wrote (22432)	4/8/2000 1:38:00 AM
From: John Stichnoth	Respond to of 54805

Moore's "consolidation" is within an industry, not across industries. I am confident Geoff would agree that it would reduce risk to hold several equally strong gorillas, rather than just one. Any sector is subject to disruption by an outside (discontinuous?) force. In Gorilla Gaming, an investor owning 10 stocks in 3 different sectors (e.g. in 1990?, desktop OS, relational databases, semiconductors) could reduce risk by concentrating in MSFT, ORCL and INTC. You don't further reduce risk by going into 100 pct MSFT. (You might have increased your return over the following decade, but at the cost of additional risk). jmo. Best, John