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

To: Apollo who wrote (23399)	4/24/2000 7:51:00 PM
From: James Wamsley	Read Replies (2) \| Respond to of 54805

Personal Portfolio Survey CSCO 19% AMAT 16% QCOM 16% INTC 7% EMC 4% NTAP 3% JDSU 3% SUNW 3% CTXS 3% CASH 28% My best pick for next 12 months: AMAT Although not a G&K company, my pick is based on the projected growth in semiconductor mfg. and AMAT's underevaluation (YPEG ratio of .36).

To: Apollo who wrote (23399)	4/24/2000 7:54:00 PM
From: JRH	Respond to of 54805

Portfolio for Sir Chartmeister (JRH): CSCO 53% QCOM 31% VSEA 5% VAR 4% LU 4% NTAP 3% My portfolio is overweight in some areas! I hope to change that soon.... Best pick for the next 12 months? Sorry, I prefer not to think short term <g>. Of my stocks, I'll pick VSEA because of it's kingly position in ion implanters and the hot semiconductor market. BWDIK!

To: Apollo who wrote (23399)	4/24/2000 8:28:00 PM
From: Eric L	Respond to of 54805

Apollo, The Portfolio today: CSCO - 25% JDSU - 22% QCOM - 17% GMST - 9% EMC - 6% SEBL - 6% INTC - 5% PMCS - 5% NTAP - 4% CASH - 1% Best Pick Next 12 Months - JDSU Rationale: The world craves fiber - JDSU is King of Fiber - Eric -

To: Apollo who wrote (23399)	4/24/2000 8:29:00 PM
From: Bob Bosco	Respond to of 54805

Personal Portfolio Survey Response for Bob Bosco , Y2K QCOM 24.03% CSCO 16.83% JDSU 10.34% INTC 9.80% DTGRX 8.97% NTRS 5.82% SEBL 4.68% NTAP 3.36% AFCI 2.66% SPY 2.47% GMST 2.45% MSFT 2.01% AMGN 1.24% SFE 1.23% CASH 4.11% Most sure-fire pick for best price/safety ratio , in next 12 months Qualcomm CDMA expanding rapidly and wireless internet(HDR) will begin to factor into price as we get further out. Also currently 50% off of yearly high Bob Bosco

To: Apollo who wrote (23399)	4/24/2000 8:47:00 PM
From: jsripoll	Respond to of 54805

As of Market Close on 4/24, my portfolio looks like this: CSCO 22% ELON 5% EXDS 14% JDSU 19% NOK 3% NTAP 16% QCOM 5% WIND 11% Cash 5% Of those above, my pick for the company to most likely double in the "next" twelve months would be EXDS. EXDS will continue to benefit from the world-wide growth in E-Commerce. They are establishing themselves as an ASP solutions provider, with increasing margins, and should be able to be a profitable company by the end of Q1, 2001.

To: Apollo who wrote (23399)	4/24/2000 9:00:00 PM
From: om3	Respond to of 54805

Personal Portfolio Survey Response for om3: CASH 30.0% ITRU 26.0% CREE 6.0% SEBL 5.3% ORCL 4.5% VITR 3.3% JDSU 2.6% NTAP 2.4% ARBA 2.2% ITWO 1.7% NOK 1.5% JNPR 1.4% CRA 1.4% CMRC 1.3% SFE 1.3% LHSP 1.3% QCOM 1.3% VIGN 1.0% ELON .9% AFFX .9% GMST .8% CTXS .7% ICGE .5% FWIS .2% INTF .2% Most sure-fire pick, for best price/safety ratio, in next 12 months: SEBL They are executing like mad and are well placed to profit from B2B (which I still believe in). --Steve

To: Apollo who wrote (23399)	4/24/2000 9:09:00 PM
From: Larry Grzemkowski	Read Replies (1) \| Respond to of 54805

RE PORTFOLIO GMST-----20% QCOM-----20 CSCO-----13 SEBL-----12 NTAP-----10 JDSU-----9 CREE-----6 CTXS-----5 WCOM-----4 GSTRF-----0.5 CASH-----0.5 Best pick for the next 12 months NTAP because storage will be the most important consideration for successful companies. Larry G

To: Apollo who wrote (23399)	4/24/2000 9:23:00 PM
From: tekboy	Read Replies (2) \| Respond to of 54805

Apollo, some questions/clarifications... <<Do not include options, puts, calls. If you are 40% Qualcomm common shares, and have 10% more investment funds in Qcom options, then just label this as being 50% Qualcomm.>> I take it from the second sentence that the first sentence should really read, "do not include options...separately" Correct? <<Mutual funds will be treated in the Survey as cash>> why in the world would you do this? I can see why you would want to lump all mutual fund holdings, even QQQ, together for simplicity's sake. But surely--given tax considerations, fees, restrictions, variable performance--they are quite different from cash. Consider this: would you say that two people who were 100% QQQ and 100% cash last month were comparable in any way? <<what is the single best stock pick>> I would have thought this meant from among one's own holdings, no? Otherwise why isn't in one's holdings? But you put down SNDK, which you don't seem to hold... and finally, how should one treat margin? Let's say that one held 100% of your account in QCOM, and then bought half again as much GMST using margin. Would one list the account as 100% QCOM and 50% GMST, or 67% QCOM and 33% GMST? tekboy/Ares@purelyhypothetical,ofcourse.com PS I love everybody's rationales for their doubles; it's childish, I know, but having other people say nice optimistic things about my holding smakes me feel good... :0))))

To: Apollo who wrote (23399)	4/24/2000 10:00:00 PM
From: Uncle Frank	Respond to of 54805

>> Personal Portfolio Survey QCOM 42% CSCO 15% NTAP 15% SEBL 11% GMST 10% INTC 2% CASH 5% As the Enabling Gorilla of two Tornado sectors, I feel Qualcomm is the safest 12 month double in my investment universe. That's why it is my largest holding. uf

To: Apollo who wrote (23399)	4/24/2000 11:10:00 PM
From: Todd Bishop	Respond to of 54805

Portfolio Survey Response QCOM 20.1 CSCO 17.3 JDSU 15.4 ITWO 8.1 GMST 7.8 EMC 7.1 CREE 6.2 NTAP 5.5 SEBL 3.0 CMGI 2.9 ORCL 2.0 ELON 1.6 LUMM 1.0 PCTL .5 CASH 1.6 Obviously, I've caved to the G&K strategy since the previous survey and have even backed off my personal mutual fund strategy of holding 20+ and maintaining less than 10% in any one stock. Excellent returns and Lindy's (among others) strategy to let winners run have influenced a few to easily surpass double digits in my portfolio even after they came somewhat back down to Earth in the past month. Where I part thinking now with Lindy is how soon to cut the dead weight. For 2000, I've decided to hold everything for the long haul that I started the year with and add to the winners. Exceptions may be prudent but I'll resist regardless. My pick for a double would be nearly half of those listed but the safest bet is QCOM. GMST, hopefully, but I'm trying to ground my enthusiasm until some numbers bear out. CREE has shown a strong likelyhood of a double and I'd be lying if I didn't admit that I'd be disappointed if it didn't. The game certainly isn't about picking doubles and rather about safe and strong returns. I'll probably add to SEBL with that in mind along with the mighty Q. I want to thank Mike, UF, and Lindy for the great morale of this thread and the level-headed insights. Also, Downsouth, Tekboy and Unclewest for making great contributions that have obviously found their way into some of my decisions. There are too many to mention...BB, JRH, Chaz I&II, and the several project hunters. Forgive the working stiffs and parents of very young children who fail to make the time to give back as much as we get from this great thread. Someday, I hope to contribute but am trying to keep my priorities straight at the same time. Sincerely, Todd

To: Apollo who wrote (23399)	4/24/2000 11:56:00 PM
From: HowardRoarke	Read Replies (1) \| Respond to of 54805

Survey Response sebl 39% qcom 13% gmst 12% ntap 10% emc 8% gstrf 6% wind 4% jdsu 4% ctxs 2% cmgi 1% dss 1% Surefire pick price/safety ratio.... SEBL, these days I have to place emphasis on the denominator of the ratio.

To: Apollo who wrote (23399)	4/25/2000 12:29:00 AM
From: BDR	Respond to of 54805

Portfolio <Pre> JDSU 21% QCOM 12.8 GLW 10.4 SEBL 9.2 CSCO 6.5 SDLI 6.2 NT 4.1 NTAP 1.9 IMPT 1.6 GMST 1.6 Cash 11.8 Funds 13.5 Double: GLW - because management is focusing on growth areas (telecomm, optical fiber, photonics) and PE, based on trailing 4Q's, is 65+/- (lowest of the tech stocks in the portfolio that are reporting a profit). siliconinvestor.com Corning said its profits, excluding special items, rose to $178.1 million, or 64 cents per share, from $92.5 million million, or 36 cents, a year earlier. Wall Street analysts had expected a profit of 55 cents per share, according to research firm First Call/Thomson Financial. Revenues rose 36 percent to $1.35 billion, from $997 million a year earlier.

To: Apollo who wrote (23399)	4/25/2000 2:47:00 AM
From: shamsaee	Read Replies (1) \| Respond to of 54805

Personal portfolio as of 4/24/2000 QCOM 43% SEBL 12% NTAP 12% CSCO 6% Cree 6% GMST 5% ITWO 4% ARBA 3% JNPR 3% ELON 3% Cash 3% I would say QCOM would be my pick to double within the next 12 months as,I believe their chipsales and royalty revenue will be outstanding going forward and will exceed any estimates out there. I plan on selling ELON,JNPR,ARBA once prices recover from current levels and adding more QCOM and NTAP.

To: Apollo who wrote (23399)	4/25/2000 5:28:00 AM
From: Bruce Brown	Read Replies (2) \| Respond to of 54805

RE: Portfolio You all know that I would be unable to list my personal portfolio in the confines of this little box. <ggg> I will simply list the major items I hold and group the rest within (other). None of this includes the holdings of my children or wife. Percentages are based on last night's closing and are guaranteed to change dramatically in the next few months to year: Other - 27.05% Cash - 19.35% Qualcomm - 16.82% Intel - 11.41% JDS Uniphase - 8.14% Cisco - 7.79% i2 - 5.47% EMC - 3.98% Other includes: Godzillas - Amazon, eBay, DoubleClick, Yahoo!, AOL and CMGI Gorillas - Oracle, Siebel Candidates of Games - Gemstar, Redback, Foundry, Juniper, Sycamore, Brocade, Cree, Elon, Aspect, Ariba, Lernout & Hauspie, Copper Mountain, Network Appliance Stocks of little interest to this thread - Amgen, Harley Davidson, E*Trade, Charles Schwab, Pfizer and specialized mutual funds that focus on REIT's, international, small-caps, bonds and convertible securities. One pick that I feel has a chance to loop to loop a double over the next 12 months - would come from my candidate list. BB

To: Apollo who wrote (23399)	4/25/2000 6:47:00 AM
From: D.B. Cooper	Respond to of 54805

survey qcom 36% jdsu 25% sebl 9% rmbs 7% lhsp 7% ntap 7% gmst 5% cash 4% For best pick sebl for pure safety and growth, ntap because of price Don

To: Apollo who wrote (23399)	4/25/2000 7:46:00 AM
From: John Carragher	Respond to of 54805

survey emc 21% qcom 15 sunw 14.3 csco 13.5 jdsu 11.3 cmgi 6.4 msft 5.1 tlab 3. ntap 3.2 cree 3.3 exds 1.7 spyg 1. arba,pmcs, ivil, no cash. emc or qcom or jdsu may double in the next twelve months. Both considered my safest investments from here. emc major new product announcement today. Storage seems to be growing and emc has it to lose. qcom if china deal goes through could be major up lift. jdsu the leader and business out of site. if etek merger goes through stock should move back up. imo.... Don't hold cash long term holder. sell stocks as needed for ira withdrawals. Withdrawal amount is so small I feel loss of opportunity of not being fully invested at all times increases overall growth and risk of a major blow off in market to warrant cash not in the cards. imo

To: Apollo who wrote (23399)	4/25/2000 10:09:00 AM
From: Sunny	Respond to of 54805

Apollo, My holdings are: Cash 27% Cree 16% Sebl 12% Qcom 12% NTAP 12% GMST 10% JDSU 9% INTF 1% I think Cree and GMST have the greatest chance to double from here. Sunny

To: Apollo who wrote (23399)	4/25/2000 10:48:00 AM
From: solihull	Read Replies (1) \| Respond to of 54805

RE: Position Survey QCOM 63% INTC 10 JDSU 9 CSCO 6 GMST 4 NTAP 2 CREE 2 ELON 2 LHSP 2 If Q isn't at or beyond 200 by 5/1/2001, something is seriously wrong. Others may surely double from these beaten down levels, but Q clearly falls under the "massive upside, minimal downside" description. Rest easy, John

To: Apollo who wrote (23399)	4/25/2000 2:05:00 PM
From: carolm	Read Replies (1) \| Respond to of 54805

Portfolio: QCOM 24% JDSU 12% CSCO 10% ORCL 7.8% SUNW 6.3% CREE 5.3% SEBL 4% TXN 4% WIND, AMAT, AMCC, ELON, EMC, NTAP, NT, 2-3% ITWO, BVSN, CMGI, GMST, GSTRF, INTC, NXTL <2% Most likely to double: QCOM, JDSU, and CREE Thank you all for your insights, discussion, research, and level headed approach. I have weathered the current downturn with a clearheadedness that I have lacked, and regretted, in the past. I will contribute to the discussion when I have something valuable to add. Thanks again, carolm

To: Apollo who wrote (23399)	4/25/2000 2:15:00 PM
From: m2ranger	Read Replies (1) \| Respond to of 54805

Portfolio Survey: NMTX-23% CREE-15 GBLX-13 GMST-3 TVGIA-5 ELON-5 MSCC-5 BLDP-3 AMSC-3 INKP-2 XLA-2 $cash$-21 Most likely to double: NMTX Am long time lurker who appreciates this entire thread. Thanks, Rick

To: Apollo who wrote (23399)	4/25/2000 3:00:00 PM
From: gdichaz	Respond to of 54805

Apollo: Since my portfolio can be described as a rabbit stew with one horse and many rabbits of different, but relatively small size, here goes: Qualcomm 50% JDSU 10% SNDK 7% SFE 6% SUNW 5% Then there are 7 others at about 3% each: ARMHY CREE ICGE NT PHCM PSIOF SDLI And then there are others which are about 1% I have as "feet wet" positions to watch which make up the balance. As is obvious, Qualcomm as a gorilla has the least downside IMO and should be roughly double next year around this time if as I assume, the data tornado and the wireless / internet nexus are both off the ground and running hard by then. And on the heroic assumption that the stock price reflects real perfomance with some slight degree of accuracy. And beyond a year, the case for Qualcomm is even stronger. The king JDSU is a strong second, since I see fiberoptics as an even more dynamic area than wireless over the next 3 to 5 years. And third I would rank SFE as my primary e commerce nurturer, since I see e commerce an area of great potential. (This is my view even though it is not now my third largest holding. It is that only in my game. As most of you know, I concentrate in wireless and fiberoptics, with a side participation in e commerce nurturers (actually own 4 - with the two listed the largest positions) And very much appreciate your doing this. It is very enlightening to get a clue as to which companies are given the most respect for their potential here and in what ratio. Best. And again, thanks. Cha2

To: Apollo who wrote (23399)	4/25/2000 3:25:00 PM
From: JohnM	Respond to of 54805

Personal Portfolio Core holdings are: QCOM 32% SEBL 15% GMST 12% NTAP 10% JDSU 12% Cash 4% Very small starter positions in ARBA, CMRC, CREE, ELON, and ITWO. I have found that starter positions provide an incentive to track the stock and understand the company. The three b2b companies represent the beginnings of a basket approach; CREE and ELON because the postings to this thread and their respective threads interested me. I am excluding investments held in TIAA-CREF bonds and mutual funds. Incidentally, these include CSCO, MSFT, INTC, EMC, ORCL, and other large cap stocks which I have decided not to replicate in my self managed stock investment portfolio. Double predictions. I'm definitely new at almost every element of investing (reading furiously but read the thread and read Moore's Gorilla book twice), so the following is simply a shot. Over the next year, it looks to me as if the demand for bandwidth (someone else offered this) will continue to grow faster than it can be satisfied, thus JDSU. And, should the current uneasiness about GMST abate, it could easily double and still not have a tornado, despite Mike Buckley's warnings. The small amount of non-institutional holdings suggests to this untutored eye that its volatility both up and down will continue. I expect more than a double from QCOM over the next two years but would be surprised (and delighted) to see it double from here this year. As others have said, thanks for a superb thread. I'm not the only one who could not do this without the thread. John M.

To: Apollo who wrote (23399)	4/25/2000 3:38:00 PM
From: areokat	Respond to of 54805

"Portfolio Survey:" Here's my $.02 portfolio Intc 11% Csco 10 Qcom 10 Orcl 9.5 Brcm 9.2 Hwp 8.6 Msft 7.6 Brk.b 6.6 Sebl 5.4 Wind 4.2 Sfe 3.3 Gmst 2.7 Psft 2.2 Cree 2.0 Ntap 1.6 Jdsu 1.3 Ancr 1.1 Elon .4 Gblx .4 Cash 3% Too many stocks, some will disappear during the year. Msft is my pick to double this year. Picked up some more yesterday. Brcm will do even better I think but is not as safe. Tom

To: Apollo who wrote (23399)	4/25/2000 3:59:00 PM
From: Teri Stephenson	Respond to of 54805

Portfolio: QCOM 42% AOL 15% RMBS 7% KOPN 7% CNXT 5% BRCM 3% VIGN 3% MERQ 3% NVLS 2.5% CREE 2.5% SEBL 2.5% AMSC 2.5% MEAD 2% AMZN,CMRC,CYCH,HGSI,RADN,SCMR,CLS 3% combined I think QCOM, if things go well from here(i.e. they win their battles) has a chance to double. AMSC will double if they make the right alliances. Actually, any of them could double...and I hope they do<g>. Portfolio note: overweight positions are due to long term(relative to my investment career so far) price appreciation(AOL held from '96, QCOM from early '98, RMBS from 4/99). Thanks to all for a great thread! Teri

To: Apollo who wrote (23399)	4/25/2000 4:27:00 PM
From: weatherrock23	Read Replies (1) \| Respond to of 54805

portfolio composition from a constant lurker and very occasional contributor: QCOM 20% JDSU 15% ITWO 15% CSCO 12% GMST 9% CREE 9% SEBL 6% NTAP 4% CASH 10% leading candidate to double from current level: GMST - potential of multiple mass market tornados and promotional access from TVGIA merger could unlock stock price in next 12 months. I want to express my sincere thanks to those who contribute to this thread. Randy...

To: Apollo who wrote (23399)	4/25/2000 5:28:00 PM
From: fish	Respond to of 54805

Personal Portfolio Survey: QCOM 81.7% JDSU 10.53% GMST 3.9% CREE 2.24% SEBL 2.2% TERN .22% GSTRF .16% WGAT .03% Stock doubling in l year: QCOM. I can't think of a good reason why it won't.

To: Apollo who wrote (23399)	4/25/2000 6:29:00 PM
From: Clairmont	Respond to of 54805

Portfolio Survey QCOM 27% SNDK 11% CSCO 11% JDSU 10% CASH 10% NTAP 6% NXTL 4% EMC 4% ETIN 3% INTC 3% GMST 2% INTC 2% EDIG 2% OTHERS 5% (BEAS,SEBL,CREE,ORCL,ELON,WIND) Best bet for double in next 12 months. SNDK The need for a small,portable,reliable,low power consumption,storage device-(CF Compact Flash) for use in digital cameras, sound recorders, wireless phones, portable computers, will create huge market. CLAIRMONT

To: Apollo who wrote (23399)	4/25/2000 9:17:00 PM
From: Seldom_Blue	Respond to of 54805

Portfolio survey percent QCOM 18.8% SNDK 7.4% NOK 7.0% JDSU 6.5% GMST 5.8% EMC 5.2% NTAP 5.1% MACR 5.0% RSAS 5.0% ADBE 4.8% AMAT 3.7% SEBL 3.5% CREE 2.2% HD 1.9% MED 1.8% CTXS 1.0% BVSN 0.6% ELON 0.4% WIND 0.4% OTHER 14.0% Most likely to double: NTAP Seldom Blue

To: Apollo who wrote (23399)	4/25/2000 10:37:00 PM
From: tekboy	Read Replies (1) \| Respond to of 54805

Portfolio Survey ok, I'll show mine...as of close 4/25/00: Company % Classification QCOM 31.5 (gorilla) SEBL 13 (gorilla) JDSU 12 (king) GMST 12 (gorzilla fetus) ITWO 9.5 (gorilla fetus) NTAP 8 (king) ITXC 8 (pebble/princeling) CREE 6 (dauphin?) Comments: 1. 80% common stock, 20% options (mostly LEAPS); some margin. 2. Because of volatility and leverage, relative standing of holdings shifts constantly, although Q is always far out ahead. The portfolio has a particularly high beta. It is currently just over 60% off its March peak. 3. 6 out of 8 companies have had quarterly reports in the past 2 weeks; all the reports have been stellar, beating analysts' expectations and in general revealing excellent fundamentals and future prospects. I believe the other 2 (GMST and NTAP) will do the same when they report soon. In general, I am tickled pink to be a minority owner of all of these fantastic businesses. Everything I see tells me that the visionary leaderships at these companies are going all out, and I can hardly imagine having a better crop of people working for me. Almost all the companies are operating in young tornados, and almost all have already created deep and lasting competitive advantages for themselves. I am extremely grateful to all of you who led me to them and opened my eyes to their true worth. 4. Which will double in the next year? Well, since some of you already have me pegged as a naive, greaterfool permabull, I won't disappoint. I honestly believe that all of them have an excellent shot at doubling, for several reasons. First, they are growing rapidly and consistently; this will get noticed and attract many new investors. Second, few are now household words, but most should become so as time goes by. Third, all are substantially off their recent highs, by an average of 45%. All they would have to do to double is recover the ground they have lost and take a bit more; with a healthy economy and 12 months to do it (four more excellent quarters!), I see it as a very good bet indeed. Fourth, they are all volatile tech stocks. 2 of them went up more than 30% today alone; 100% over a year is hardly unreasonable if one assumes any kind of continued public appetite for top-quality growth stocks. 5. That's a cop-out; if you had to pick one, which would it be? Well, if the goal is to be as certain as possible of reaching a double, I supposed I'd pick SEBL--because it is an untarnished gorilla. (QCOM could take a while to come out from under its cloud, and the others are mostly royalty or fetuses who have a greater chance of assassination or miscarriage.) tekboy/Ares@thatkoolaidtastesgood!.com

To: Apollo who wrote (23399)	4/25/2000 11:03:00 PM
From: William	Respond to of 54805

Personal Portfolio Survey of G & K Thread CREE 3% CSCO 8% ELON 1% GMST 2% JDSU 38% MVIS 1% QCOM 41% SIFY 6% Best double guess is GMST. It has come down harder than others, and is still on the far left of the curve. My holding is so low due to it being called away at 90 in March. <g> None of my April calls were exercised. William

To: Apollo who wrote (23399)	4/25/2000 11:10:00 PM
From: mmbw	Respond to of 54805

Portfolio JDSU 25% SUNW 12% BVSN 11% ITWO 7% NTAP 7% SEBL 6% GMST 2% CASH 14%, MUTUAL (bandwidth) 8%, BONDS 8% = 30% DOUBLE: JDSU because of the high demand for fiber optics. Also I would not be surprised if NTAP also doubled. Comments: First I would like to introduce myself to this thread and thank everyone that posts here. The information has been invaluable. The sharing and giving is very refreshing. There is nothing like first hand experience to learn from. I began actively investing in Jan. of 1999 and spent a great deal of time educating myself by reading many books,The Motley Fools, and IBD. Last November I read the FM and found this thread. I was amazed to discover that many of the stocks I owned were actively discussed here. I firmly believe that technology is the future and am fascinated by the advances being made. I have a hard time grasping some of the concepts but that won't deter me. My strong suggestion to any new investor out there is read the FM even if some of it is difficult to comprehend. I realize as I analyzed my portfolio that I am over weighted in some stocks but these are the ones that have given me the best gains. As Lindybill states stick with your winners. I am reconsidering BVSN but I like their business plan and entry into the China market. I empathize with those that have some losses in ITWO, NTAP and GMST. I have held GMST since October and ITWO and NTAP recently and they are all small losses for me at the moment. But I firmly believe in the future of these companies so I am not too concerned. OT: It took me months last year to get my funds transferred from TIAA-CREF to a self directed IRA. My dilemma now is to go thru them again to get my bonds sold. Unfortunately they can only release 1/10 a year for ten years. The money can be sent to my IRA but I'm not sure the hassle is worth it. I would appreciate any input on bonds. I find bonds so boring. Please feel free to email your opinion privately so I won't be accused of thread bloat. Martha@newinvestor.com

To: Apollo who wrote (23399)	4/25/2000 11:47:00 PM
From: Boa Babe	Read Replies (1) \| Respond to of 54805

Portfolio QCOM 42% JDSU 28% GE 7% NTAP 3% EMC 3% CSCO 3% WIND 3% CREE 3% SEBL 2% IBM 2% MSFT 1% RMBS 1% GMST 1% ELON 1% Thanks for your time and efforts, Stan. My guess for a double is RMBS because if it doesn't get back to where I bought that sucker I'm REALLY gonna be ....angry! jazzesq@thismarketisgonnamakeawomanofmeyet.com

To: Apollo who wrote (23399)	4/26/2000 12:09:00 AM
From: pompsander	Respond to of 54805

Personal Portfolio Survey (recently recalibrated to reflect...sigh....market volatility). MSFT....22% INTC....16% CREE.....7% CSCO.....7% GMST.....9% RMBS.....8% JDSU.....7% QCOM.....7% EMC......6% NTAP.....3% SEBL.....3% Various..4% I see both RMBS and CREE as having the potential to double easily in the next twelve months, but for quite different reasons. CREE's increased production capacity coupled with improved yields and exploding demand makes for continued 100%+ earnings growth for the next few years. When valuations for quality earners again expand, Cree will lead the pack. Rambus, well....you know the story. Subject to big surprises, pro and con, short sqeezes and thin float (at least until June). Could easily double by split time on "irrational exuberance".

To: Apollo who wrote (23399)	4/26/2000 1:22:00 AM
From: janet_wij	Respond to of 54805

Portfolio Survey BRCM 9%* CSCO 14%* ELON 7%* SUNW 6%* CREE 3% GMST 10% JDSU 15% NTAP 5% QCOM 12% SEBL 9% ADAP 5% BNYN 2 LMKI 3%** Cisco was the very first stock I purchased in my pre-gg investing career, and I've since added to it over the years. Likewise, BRCM, ELON and SUNW were bought before I began GG investing, and I plan to hold them. Confession being good for the soul. Those pesky three at the bottom of my list, I also purchased in my prior life. They are slated for sale and the proceeds will go into QCOM and JDSU. I'm on tornado watch with ELON, watching for that "flashpoint of change" per Inside the Tornado.* I think with the confluence of events, including utility deregulation, adoption of standards in building automation, shipping of iLon servers, the ramping up in the nascent home-networking space and the introduction of residential gateways as a consumer product, coupled with decent earnings, Echelon should double before early 2001. My less risky gorilla bet to double, QCOM. Apollo, thanks for your efforts. Janet

To: Apollo who wrote (23399)	4/26/2000 2:20:00 AM
From: Sam Johnson	Respond to of 54805

Portfolio Survey SEBL 30% QCOM 20% NTAP 20% GMST 16% ELON 3% Pebbles 11% Best bet to double: After bouncing between NTAP and SEBL, I'll pick NTAP, retroactive to Wednesday morning. :) I like SEBL's resilience through this past month and the steady, spectacular earnings reports, but I love NTAP's position as a King in what seems like a Class 5 tornado. Best bet for maybe way beyond a double: GMST...as soon as the tornado hits & the merger issue is resolved. It's still not there yet, so I'll officially stick to NTAP. On a side note, Rickus123 and I have had to bow out of Project Hunt for the time being. We volunteered for ARM Holdings, and have regretfully had to admit that we have some more pressing issues in front of us. But we hope to rejoin the hunt when we can, and someday soon I hope to get back to contributing to the thread instead of just lurking and taking advantage of the great work of others. Sam Johnson

To: Apollo who wrote (23399)	4/26/2000 7:18:00 AM
From: Pat W.	Respond to of 54805

Personal Portfolio Survey QCOM 29% INTC 17% ORCL 16% GLBL 8% CREE 7% MSFT 5% CASH 0% The remaining 18% is in a number of shiny pebbles, dull pebbles, and dried dog turds I picked up along the way. Pick for next year: QCOM

To: Apollo who wrote (23399)	4/26/2000 10:48:00 AM
From: rudyprins	Read Replies (2) \| Respond to of 54805

Snas: Having been a perpetual lurker, I submit my first post, my port, as a token of appreciation to the elders for their responsible and very educational discussions and especially for the Project Hunt reports. I have carefully read and studied the FMs but the technology itself is still daunting to me. Last fall, as I went into partial retirement, I converted nearly all my holdings in 403b and mutual accounts into an on-line brokerage and took control of my own financial planning. Best move I ever made. All these moves were in large part due to the collective wisdom I discovered at TMF and here on this thread. Although, like many others, I have taken some big hits recently, I feel very comfortable with the future potential of my port. As of 4/26 QCOM 16 CREE 15 JDSU 15 ELON 12 GMST 12 NTAP 10 CSCO 6 SEBL 7 INTC 6 WIND 2 CASH 0 Probably double: GMST because I have confidence the merger will be approved, but will not necessarily be mandatory for the tornado to occur. Percentage-wise, my dominants were QCOM and GMST until recent big hits with ELON, GMST, NTAP and WIND. My thanks to all of you for your guidance and very positive influence on my thinking process. rudy

To: Apollo who wrote (23399)	4/26/2000 11:41:00 AM
From: npiwovar	Respond to of 54805

Personal Portfolio: CSCO.......26% JDSU.......16.3% SEBL.......14% QCOM.......12.2% NOK........6% CREE.......6% BRCM.......5% ILOG.......3.3% LPTHA......3.1% GMST.......3% ELON.......2.8% NTAP.......1.8% My current percentages are certainly different than they were 3 weeks ago.I'm sure many others are that way also. Neil

To: Apollo who wrote (23399)	4/26/2000 11:48:00 AM
From: johariwindow	Respond to of 54805

Stan, Appreciate your efforts to compile this data... Here's this long time lurker's two cents: QCOM: 20% JDSU: 12% NTAP: 8% SEBL: 7% CIEN: 7% ATML: 6% WIND: 5% CREE: 5% GBLX: 5% CTXS: 5% GMST: 4% GSTRF: 4% CNXT: 4% Flotsam/Jetsam 8%, includes BKHM, INCY, MLNM, IRF, MFNX, NSM, ELON Choice to easily double would be GMST due to major retracement. I expect many of my holdings to double from the current prices. regards,

To: Apollo who wrote (23399)	4/26/2000 12:38:00 PM
From: Triffin	Read Replies (1) \| Respond to of 54805

Portfolio Survey .. Asset Percentage Bonds 63.0 PMCS 8.7 JDSU 7.5 Cash 7.0 WIND 4.0 HLTH 2.5 PG 2.2 SDLI 2.1 TTN 1.6 QCOM 1.4 The Bonds represent our 'no risk retirement funds' with 14 years worth fully funded .. Jim in CT ..

To: Apollo who wrote (23399)	4/27/2000 1:46:00 PM
From: nosmo_king	Read Replies (1) \| Respond to of 54805

Portfolio Survey Dr. Nasraway, one more to add: This one's from my brother and sis-in-law who are perennial lurkers (well, since last fall). They've read and re-read the RFM I sent them last year and are adjusting their portfolios accordingly. They are avid lurkers and "PAW's" (prodigious accumulators of wealth, O'Shaughnessy's term?) who, as such, have not yet ponied up the lifetime membership fee to SI. With his permission, and if allowed by the rules of the portfolio survey, I'm posting their portfolio: <<You may submit to Stan our portfolio if you'd like: 46.0% Cash (which we will use to buy much more GMST & NTAP and probably QCOM) 11.0% QCOM 10.4% JDSU 7.3% CREE 7.0% NTAP 6.6% CMGI (pre manual) 6.1% NBMIX (my version of QQQ) 3.3% GMST 1.4% KOREA (pre manual) 0.5% CNQR (pre manual) 0.4% SCOC (pre manual)>> And, not really in keeping with their "PAW" status, I might add that their most impressive (but not G&K) investment lies in the stock pile of wine they've been collecting. My lil bro a true oenophile. --nosmo (Tony)

To: Apollo who wrote (23399)	4/27/2000 4:59:00 PM
From: Climber	Read Replies (1) \| Respond to of 54805

Portfolio Survey CASH 35% QCOM 20% CSCO 15% GMST 6% INTC 6% JDSU 5% NTAP 5% MSFT 4% CREE 3% ELON 1% My best pick for next 12 months: GMST A successful merger and EPG / IPG tornado will send this stock back to where it was a couple months ago, and then some. Thanks, Stan. Climber

To: Apollo who wrote (23399)	4/27/2000 5:59:00 PM
From: Adam S	Read Replies (1) \| Respond to of 54805

Here's my port: CREE 20% CSCO 13% BRCM 11% CTXS 8% DELL 7% GMST 7% RFMD 5% BRCD 5% WIND 5% INKT 5% EMC 3% NVDA 2% MACR 2% ELON 2% INSP 2% AOL 1% MCOM 1% CMGI 1% Most likely to double - GMST. Merger will go through and story will become clear to investment community.

To: Apollo who wrote (23399)	4/27/2000 7:59:00 PM
From: Magic212	Respond to of 54805

Portfolio Survey: WMT..... 27.47 % LU..... 22.5% CSCO..... 17.7% JDSU..... 8.46% AOL..... 5.1% QCOM..... 4.4% IATV ..... 3.6% LPTHA..... 3.0% CLGY..... 3.0% GMST..... 1.7% NTAP ..... 1.4% ELON ..... 1.3% My pick to double in the next 12 months..... Well.... if I knew the answer to that I would not have purchased GMST in the 90's and 100's, ELON at 86 and NTAP @ 99 <g> so I am going to pass on that part... Lurking, learning, and grateful, Leslie

To: Apollo who wrote (23399)	4/27/2000 8:53:00 PM
From: tjdillon	Respond to of 54805

Public post of earlier PM to Stan re: current port ITWO 24.75 (pre-RFM read + split-adj. 13 1/2 entry pt.) QCOM 18.75 BRK.B 17.00 (best choice within current employer 401K plan) CREE 14.25 $/MFs 8.36 NTAP 6.38 GMST 5.13 ELON 3.63 CDTS 1.75 (shiny? pebble bought during RFM read - oops!) Best bet for double by YE00 - CREE. Above held in rollover IRA - as I continue to watch and learn, I am converting IBM 401K MF $s (not incl. above) into GG/Royalty plays. Thanx to elders, PH contributors, et al for this invaluable education that, if applied properly with GG-like discipline, will significantly enhance my pre- and post-retirement port. TJ

To: Apollo who wrote (23399)	4/27/2000 9:53:00 PM
From: richardmacintyre	Respond to of 54805

Personal Portfolio BRCD 3.5 BRCM 3 CREE 6 CSCO 9 CTXS 2 ELON 2 GMST 2.5 INTF .05 JDSU 6 NT 3 NTAP 7 ORCL 2 PMCS 3 QCOM 13 RNWK 2 SCH 5.5 SEBL 4 SNDK 3.5 WIND 2.5 CASH 20 Need several to double to get back to early March entry position! Don't have strong ideas about which is most likely. I am very much appreciating the intellect and esprit de corps on this thread. I've learned so much -- and not just about tech investing. I'm relatively new to the net and am so impressed at the democratic learning community that has evolved here. Thanks so much to all of the regular contributors! Richard

To: Apollo who wrote (23399)	4/27/2000 11:14:00 PM
From: Juliet	Read Replies (1) \| Respond to of 54805

Newbie Port: QCOM 20% GMST 11% (incl. TVGIA) PMCS 7% CSCO 6% JDSU 6% (incl. ETEK) CREE 5% MSFT 5% ERICY 5% SEBL 5% EMC 2% SNDK 2% WIND 3% VRTS 2% CTXS 2% Basket of misc. pebbles & other crapola: 9% CASH 11% Most likely to double: SNDK easy Most likely to go where the sun don't shine: ELON

To: Apollo who wrote (23399)	4/27/2000 11:16:00 PM
From: dwayanu	Respond to of 54805

re: Personal Portfolio Survey of G & K Thread, April 2000 Equities: NTAP 33 % SEBL 19 MERQ 14 QCOM 10 EXDS 8 GMST 8 JDSU 8 Cash: minus 20% (margin debt = 20% of total equity value) Choice of stock to double or better in next 12 months, best balance of risk/reward: NTAP, hardware product with no serious competition, excellent revenue/earnings growth, hot sector, and depressed stock price. Risks include identification with dot-com Internet and heavyweight EMC and IBM FUD. - Dway

To: Apollo who wrote (23399)	4/28/2000 12:12:00 AM
From: imdchamps	Respond to of 54805

The Gorilla/King Portfolio imdchamps csco 31% msft 10% ntap 9% dell 9% jdsu 7% ebay 7% itwo 6% yhoo 4% qcom 4% sebl 4% intc 4% gmst 3% brcd 2% kana 2% cmgi 2% mcom 2% cra 1% lhsp 1% wavc 1% 109% i seem to be margined here shiny pebbles, 3 godzillas, silverbacks, young gorillas and 1 crown prince dell held very lightly Best pick NTAP....this stock acts just like dell did several years ago and is 90+% off of 52 wk hi I want to thank this board and the elders for a rewarding learning experience and a daily dose of humor, compassion and civility imdchamps

To: Apollo who wrote (23399)	4/28/2000 12:48:00 AM
From: swig	Read Replies (1) \| Respond to of 54805

Thanks to all for contributing to this wonderful community. The following is my gorilla/king/shiny pebble portfolio. CREE 25% BRCM 8% ELON 8% JDSU 6% PMCS 6% IMNX 5% CSCO 5% MSFT 5% ORCL 5% GMST 5% NTAP 4% SEBL 4% AMCC 4% SEPR 2% TGEN 2% CASH 6% Most likely to double this year are CREE, ELON, BRCM, JDSU, PMCS, IMNX, CSCO, SEBL, NTAP, SEPR, ORCL, GMST, TGEN, AMCC. I expect them all to double, that is why I invested in these companies. Most likely to triple, though, is CREE! Hopelessly optimistic. Cynthia

To: Apollo who wrote (23399)	4/28/2000 1:31:00 AM
From: kokomama	Respond to of 54805

G & K Portfolio Survey...my response QCOM 40% SEBL 15% CREE 15% JDSU 10% RNWK 5% GSTRF 5% ELON 5% LHSP 5% Single best shot for a double from here = QCOM Ambiguity will be decreasing re: products once HDR begins roll-out. -kokomama

To: Apollo who wrote (23399)	4/28/2000 9:11:00 AM
From: mark lo	Read Replies (1) \| Respond to of 54805

Survey Response IDCC 0.2% DRTN 0.3% CPQ 0.4% COMS 0.5% SBC 0.5% ENGA 0.5% FIBR 0.7% AMGN 0.7% YHOO 0.8% NTAP 0.8% AKAM 1.0% NAVI 1.1% JDSU 1.2% INTC 1.5% CMGI 1.6% NSOL 2.2% NOK 2.8% MSFT 3.4% CSCO 7.6% AOL 11.8% Cash 61.3% Best stock to double: FIBR (Potential buyout candidate) Best price/safety ratio: AOL (Godzilla)

To: Apollo who wrote (23399)	4/29/2000 6:21:00 PM
From: Juliet	Respond to of 54805

Addendum-Portfolio Survey: Coming out of the GSTRF closet Just thought I'd mention that in my basket of "shiny pebbles and other crapola" (9%) I actually have a little GSTRF (about 1% of total portfolio). Just posting this for statistics sake, since I've noticed there are a few other GSTRF holders here... Maybe it adds up to something... j. Here was the original post: Message 13516111