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

To: Apollo who wrote (23459)	4/25/2000 10:38:00 AM
From: KY	Read Replies (1) \| Respond to of 54805

Portfolio Composition: Cash: 29.3% PMCS: 17.6% JDSU: 12.3% QCOM: 10.9% ORCL: 8.7% AMAT: 6.4% GMST: 5.9% AOL: 5.3% SEBL: 2.2% Double: GMST. Selling way overdone. Once the merge takes place and the street wakes up, a double is a slam dunk. KY P.S. Geez. Looks like we are all drinking the same kool-aid...all of our portfolios are identical. Scary.

To: Apollo who wrote (23459)	4/25/2000 10:45:00 AM
From: Grantcw	Respond to of 54805

Personal Portfolio CREE = 22.5% GMST = 8.2% Cash = 69.3% (No, I'm not that bearish, it's mostly made up of mutual funds, which I keep so that I don't get so mad when the market goes up and my individual stocks go nowhere) Pick to click = CREE. Read the latest earnings release from CREE where it mentions that high brightness LED shipments doubled sequentially. I call that a margin of safety. See ya, cw

To: Apollo who wrote (23459)	4/25/2000 10:55:00 AM
From: midwest5	Respond to of 54805

Response to survey QCOM-42 SEBL-18 JDSU-11 CASH-6 GMST-3 ITWO-1.8 NTAP-1.8 SAP-1.7 SPYG-0.5 GBLX-0.4 WGAT-0.3 MANU-0.3 CREE-0.1 OTHER-11.9 (CMVT and HD) SEBL most likely to double from here based on continuing performance Midwest

To: Apollo who wrote (23459)	4/25/2000 11:01:00 AM
From: Hapiduffer	Read Replies (2) \| Respond to of 54805

Here's my version of a portfolio under repair. Does not include 401K (Non-G&K) QCOM 44% EMC 7% INTC 7% JDSU 7% MDT 6% NTAP 5% LWIN 3% SEBL 2% GMST 2% LU 2% WCOM 1% CPQ 1% GSTRF 1% WIND 1% CASH 11% I think the fiber optic area may be the growth for the next 12 months, so JDSU. thanks for hosting he survey,

To: Apollo who wrote (23459)	4/25/2000 11:59:00 AM
From: Dr. Id	Read Replies (2) \| Respond to of 54805

Portfolio: DrKoop.com 97.4% QCOM 2.3% GMST .3% Most likely to double: Koop! (just wanted to make sure that you were all paying attention) :-) The Dr Id Portfolio for the New Millenium: NTAP 17% QCOM 16% VTSS 14% CSCO 11% RMBS 9% AOL 8% JDSU 5% AAPL 5% GMST 4% INTC 4% SEBL 4% Others (incl.cash) 3% Most likely to double: Any could, but most likely VTSS, GMST, or NTAP. DrId@whatthehelldoIknow.com

To: Apollo who wrote (23459)	4/25/2000 12:58:00 PM
From: freeus	Respond to of 54805

Hmmm Porfolio Survey: %s certainly different this time of year than one would expect. Mine as of last night (Qcom below $100? Say it aint so!) Qcom 51.9% GMST 12.7% CTXS 9.6% JDSU 6.7% CSCO 5.3% NTAP 2.6% MSFT 2.7% HD (non tech but...) 1.8% IFMX 1.6% CMGI 1.1% Cree 1.1% Cash 2.9% Cash varies: i.e. I might use it from time to time for quick buys and sells. Also some of my mutual fund account is in cash at present, waiting to buy back Fidelity Technology or more Fidelity Electronics. Best chance to double in a year. Well. that's hard. Probably NTAP on price action alone. But maybe GMST if it shows a great next earnings report or (I wish) Qcom since there is so much pending good revenues. Freeus@whatabumpyridewearehaving.com

To: Apollo who wrote (23459)	4/25/2000 1:17:00 PM
From: James Lough	Respond to of 54805

Thanks for the chance to share and for the great source of information and also for the change in my portfolio. Info for the survey. SUNW 30.3% QCOM 12.4 NTAP 9.4 SEBL 9.2 JDSU 7.1 ETEK 6.2 WIND 6.2 MSFT 5.5 ELON 5.3 IMNX 4.1 ICIX 2.9 CHTR 1.4 Thanks Jim

To: Apollo who wrote (23459)	4/25/2000 1:58:00 PM
From: baliorbust	Respond to of 54805

GMST - 35.6% QCOM - 28.0% WIND - 21.6% JDSU - 14.8% Not certain about picking a double - but I'd say Jeff Bagwell has the best shot at that. Obviously, I hope all those GMST picks for a double come true.

To: Apollo who wrote (23459)	4/25/2000 3:45:00 PM
From: Everett D. Smith	Read Replies (1) \| Respond to of 54805

Portfolio 24 April 00: Cash 39.79% QCOM 26.86% JDSU 10.83% NOK 6.40% CSCO 4.28% SEBL 3.74% NTAP 3.41% NT 3.41% GMST 1.40% Best to double perhaps JDSU. The cash lets my wife get some sleep!!! Thanks for doing the survey. Helps take care of some of that spare time. (gg).

To: Apollo who wrote (23459)	4/25/2000 7:31:00 PM
From: Tom Ardnij	Respond to of 54805

Stan, CSCO 20.3% JDSU 18 % SUNW 12.1% SEBL 11.4% QCOM 11.2% NTAP 6.2% ITWO 5.2% MSFT 5 % ARBA 4.3% INSP 2.3 PMCS 1.8% ORCL 1.6% INTC 1 % Thanks for doing this. Best Regards, Tom

To: Apollo who wrote (23459)	4/25/2000 7:44:00 PM
From: emmeling	Read Replies (1) \| Respond to of 54805

Portfolio: QCOM 50% JDSU 14% NTAP 10% ITWO 8% GMST 6% CSCO 6% SEBL 6% Stock most likely to double: Gosh, they're all so beaten down, it's hard to pick just one. ITWO has possibilities -- it certainly started on the path to doubling today :-), and NTAP would seem to be really cheap right now based on where it used to be...but then again they both had such huge run-ups this year, maybe they did get a little ahead of themselves. Any of the security companies (CHKP, VRSN) could double next time we have a DOS attack. Heck, QCOM could double once Nokia comes through! But I have to say, I like SNDK's PEG ratio right now (depending what data I use to compute it, I get anywhere from 1.1-1.7). I'll vote for SNDK. (Wish I had the cash to buy it!) --Tracey

To: Apollo who wrote (23459)	4/25/2000 10:11:00 PM
From: Ritch	Respond to of 54805

Hi Stan. Thanks for taking the time to compile this list. Portfolio: QCOM - 46.3 JDSU - 11.4 CSCO - 9.2 EMC - 5.8 CASH - 5.2 GMST - 5.1 SFE - 3.8 CMGI - 3.8 SEBL - 3.7 CREE - 1.8 ELON - 1.0 RNWK - .8 DIS - .6 NTAP - .3 EXDS - .1 Pick that will double: GMST. Ritch

To: Apollo who wrote (23459)	4/25/2000 10:25:00 PM
From: diver913	Respond to of 54805

Personal Portfolio NTAP - 22 CREE - 17 ITWO - 17 CASH - 16 QCOM - 14 JDSU - 12 SEBL - 10 CSCO - 6 GMST - 2 RBAK - 1 Pick for double: GMST. Tornado likely in the next 12 months following merger w/ TV Guide. Thanks, Stan, for investing the time to conduct the survey. And thanks to the contributors on this thread for the generous sharing of insights, experiences and wisdom. My husband and I have been enriched by the valuable posts that we faithfully read each evening. Meredith

To: Apollo who wrote (23459)	4/25/2000 10:47:00 PM
From: voop	Respond to of 54805

Voop Portfolio Qcom 49% CSCO 18% JDSU 6.3% sunw 3.9% intc 3.2% brcm 2.7% GE 2.4% CREE 2.1% NTAP 2.1% VARL 1.8% GBLX 1.7% NT 1.5% WIND 1.1% bunch of others <1 double VARL, because no one else will pick it

To: Apollo who wrote (23459)	4/26/2000 12:03:00 AM
From: Pirah Naman	Respond to of 54805

QCOM 31% EMC 23% WIND 15% GMST 5% JDSU 5% NTAP, PMCS, SEBL, SNDK total 7.5% Other + cash (not of GG interest) 13.5% Best chance of double - WIND. Why - best valuation, most likely to see big improvement in business. - Pirah

To: Apollo who wrote (23459)	4/26/2000 12:16:00 AM
From: tripperd2	Respond to of 54805

Thanks again Apollo for tabulating results. Also thanks to the elders who make this the best "stock board" on the net-in particular uf for acting as such a good "bloat cop". A thankless job, but after perusing JDSU and Qcom boards tonight sure glad we have him! JDSU 31% QCOM 14% SDLI 12% CSCO 8% GMST 7% APCC 6% NTAP 4% SEBL 3% WIND 3% CREE 4% Assorted small caps 8% Best chance for a double SDLI-in the sweet spot of growth in fiberoptics. Trip

To: Apollo who wrote (23459)	4/28/2000 5:42:00 PM
From: BI*RI	Respond to of 54805

Personal Portfolio I waited until the close today to provide the most updated version of my portfolio as possible. Well, I suppose there are some that could post theirs using after hours trades..... Stock 4/28/00 Initial Investment Oldest Shares JDSU 36% 11% 4/19/99 EMC 18 11 1/05/99 NTAP 11 11 12/15/99 $$$$ 10 17 8/04/50 SEBL 8 11 4/05/00 QCOM 6 11 4/14/00 CREE 6 7.5 4/14/00 ELON 4 19 2/28/00 Being somewhat anal, I try to invest equally in my top 6 to 7 picks, and always buy with the plan to hold five years or more. Obviously, I'm not doing too well. <ggg> TYC, GBLX, and TLAB have been jettisoned since the last survey, due to this thread. I have been invested in QCOM and CREE earlier than indicated above (December), but was able to trade higher priced shares for more cheaper ones during recent corrections, well, actually, a week ago. CREE is underweighted because I sold all in my ROTH this week, once I had established a partial long position in my taxable account. Those will be held, and I hope to add the remaining 1/3 of the position on the next correction. ELON is overweighted because I have shares in both my ROTH (which I don't want to sell at current prices, as a loss is not a tax benefit) and my taxable "Long" account. The sale of CREE in the ROTH, and cash "at the ready" for completing my long CREE position is why my $$$$ percentage is higher than normal. Typically, cash is at 0%. CREE would have been my pick for a double if I'd submitted my portfolio on Monday. It's revenue and profit increases, backlog of over a year, and production growth initiatives made the P/E ratio very attractive. But now that it's run over 50% since Monday, I would be predicting a 200% increase at a higher risk level. I don't expect any of these stocks to double in the next twelve months. The current prices are already factoring in excellent growth. There will be surprises and even upgrades in expectancies, but enough to warrant doubling their prices? Maybe, but if so, I think that they are all equally poised for that kind of business and price growth. Put a gun to my head, and I'd have to say ELON. It is where JDSU, NTAP, and CREE were years ago. So it has the likelihood for that kind of an increase. But fulfilling the business plan is not a sure thing, so take the gun away, and I'll go with JDSU: 100%+ growth in EPS and revenue, acquisitions increasing capacity, and market factors such as ETEK approval and S&P500 membership.