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

To: Apollo who wrote (23400)	4/24/2000 7:03:00 PM
From: kumar	Read Replies (1) \| Respond to of 54805

do u want us to include non-(primate and royalty) holdings when reporting our portfolios ? I have some of those (I dont mean shiny pebbles - my profile may help clarify my question, if there is ambiguity). Another question : % of portfolio based on "current price" or "purchase price" ? clarification would be appreciated. cheers, kumar

To: Apollo who wrote (23400)	4/24/2000 7:15:00 PM
From: Seeker of Truth	Respond to of 54805

Deleted. Sorry.

To: Apollo who wrote (23400)	4/24/2000 9:06:00 PM
From: Curbstone	Respond to of 54805

Personal Portfolio Survey Response for Aloha Mike QCOM 64% GSTRF 17% GMST 7% CASH-OTHER 12% Most sure-fire pick, for best price/safety ratio, in next 12 months: Globalstar Slower than expected rollout of service and handsets, FUD created by Iridium failure, and general market downturn have combined to hammer this stock by 80%. Good service, slow-but-steady worldwide rollout, and satelite ISP make this one a no-brainer at $9

To: Apollo who wrote (23400)	4/24/2000 10:08:00 PM
From: 99Dan	Respond to of 54805

Personal Portfolio Survey Response for 99DAN QCOM 16.8% INTC 11 CSCO 10.7 JDSU 8.4 SUNW 7.4 NTAP 5.4 SEBL 5.3 GMST 4.3 NOK 4 MSFT 2.8 SKYW 2 AMAT 2 SNDK 1.8 GE 1.7 ORCL 1.5 GBLX 1.1 ITWO .5 WIND .5 CASH 12.5 Best pick SEBL Mostly due to faith in their great leader and the size of their market share and recent customers like IBM. Dan

To: Apollo who wrote (23400)	4/25/2000 9:27:00 AM
From: Robert Crandall	Respond to of 54805

Personal Portfolio Survey Response for Robert Crandall (long-time lurker) QCOM 43% MSFT 13% CMGI 9% SEBL 5% NTAP 5% GMST 3% ELON 3% Cash 19% Most sure-fire pick, for best price/safety ratio, in next 12 months: CMGI Not a gorilla, but is so well integrated into so many key internet infrastructure ramps that it is the most astutely diversified and yet focused company out there. My $0.02 worth. Cheers, Rob.

To: Apollo who wrote (23400)	4/25/2000 12:12:00 PM
From: alankeister	Respond to of 54805

Personal Portfolio Survey: AOL 56% CSCO 5% NOK 4% NXTL 3% TXN 3% MUSE 2% SNDK 1% BRCM 1% GILTF 1% FDRY 1% TIVO 1% AIG 1% GMST 1% IATV <1% OPTV <1% LBRT <1% Cash,bonds,etc 21% Most sure-fire pick in next 12 months: MUSE. Best of breed products, growing enterprise network management market, 110% revenue growth, well run company with dedicated employees, relatively undiscovered by analysts. They are winning customers from the big players (HP and Computer Associates). - Alan