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

To: Riskmgmt who wrote (22778)	4/15/2000 1:47:00 AM
From: Uncle Frank	Read Replies (2) \| Respond to of 54805

That was extremely well stated, Ray. I think it was Dr. Id, several months ago, who questioned why we were spending so much time evaluating Shiny Pebbles when we already had collected a number of confirmed primates. It made so much sense that I sold my position in one of our hottest nominees so I could add to my investments in Gorillas Qualcomm and Siebel. I doubt that there has been much difference in returns since I took that step, but I feel more confident in the recovery characteristics of Gorillas. The last few weeks have heightened my awareness of the importance of low risk/reward ratio investing. uf