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

To: Mike Buckley who wrote (22547)	4/11/2000 12:20:00 PM
From: Mike Buckley	Respond to of 54805

The Front Office Gorilla Game The timing of my not-real-money purchase of Siebel at the market's open proved fortuitous. The stock gapped down 5%, allowing me to "buy" it at $104 15/16. Now that the cash till in the Game is only $104, it is once again fully invested. And now that the Game has consolidated over a period of almost two years from beginning positions in four stocks to only one remaining stock, I predict that the volatility will be greater than ever. In true Gorilla Game fashion, gradually consolidating into the Gorilla with the largest market opportunity is a strategy designed to increase the level of safety. Having tested the efficacy of the basket approach in a real-time scenario and seeing how well it has worked in the front office space, we now enter the final stage of the test to determine if safety indeed does come to fruition. --Mike Buckley