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

To: Mike Buckley who wrote (23544)	4/25/2000 11:31:00 PM
From: LindyBill	Respond to of 54805

Mike, I think Tek hopes that none of the fetus's have to be aborted! We could be accused of group think, and we will be, but all I have to do is look at some of the losers I owned 3 years ago when I was searching for the right formula. It is only natural that we would end up in the same stocks. We are all using pretty near the same criteria. I did not pick one stock to double for the same reason as tek. We own so many good ones that they all could double! I just ran the numbers, and I need about a 28% portfolio increase to get back to where I was on Feb 2nd. Considering the drop, that is not too bad. I spread out this year to try to cushion any drop, and it just made it worse. I dropped more than I would have if I had owned only 5 Gorillas and Kings instead of 30 G&K plus a bunch of shiny pebbles. But, I like the companies I have, and really don't intend to consolidate until late fall, if then.

To: Mike Buckley who wrote (23544)	4/25/2000 11:32:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

The reason I sent my portfolio to Stan privately is because I assumed everyone would do that and because I figured nobody would care what anybody's individual portfolio is other than their own. (That's not to be confused with the interest in the cumulative data.) To remain in support of my fellow threadmates who are publicly posting their portfolios, I do the same below. (Stan -- Don't bother changing the data I already sent you which I assume is slightly different from the stuff below.) 5% Cisco Systems 12% Citrix Systems 9% EMC 7% Gemstar 33% Qualcomm 30% Siebel Systems 4% Cash --Mike Buckley

To: Mike Buckley who wrote (23544)	4/25/2000 11:52:00 PM
From: tekboy	Read Replies (1) \| Respond to of 54805

<<you pegged i2 a gorilla fetus. Correct me if I'm wrong, but I take that designation to mean that it might become the gorilla, that another company might become the gorilla or that there might never be a gorilla.>> Well, if BB would ever get off his &^@! butt, stop all that singing &^%$!#!, and post his ITWO HUNT REPORT, I wouldn't have to speculate now, would I? <GGG> I defer to you and BB on this one, naturally, but since I wanted to give each of my holdings a classification I had to pick something* for i2. My reasoning was as follows: SCM seems to be a gorilla game rather than a royalty game, a tornado seems to be in progress there or fast approaching, and i2 seems on track to become the gorilla of the sector unless one of the bigger boys muscles in and eats its lunch in the relatively near future. I decided "gorilla fetus" was not a bad term for a company that should become a newborn gorilla fairly soon unless it gets blindsided by a possible but not likely exogenous event. I'm prouder of "gorzilla fetus" for GMST (gorilla2B+godzilla2B), and "dauphin" (=king's eldest son, i.e. "first in line for the throne") for CREE. The question mark after the latter relates to the fact that there isn't really a consensus yet on just what we're dealing with there. tekboy/Ares@didjanoticeImadeSEBLmydoublepick?andithasLEAPStoo,notlikethat*&^%$!GMST.com