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

To: Apollo who wrote (23804)	4/28/2000 2:38:00 PM
From: Jean M. Gauthier	Read Replies (2) \| Respond to of 54805

Portfolio as of April 28th, 2000 SUNW --> 20%, last qtr results were unbelievable CSCO --> 16%, can't wait for results JDSU --> 13%, last qtr results were unbelievable QCOM --> 13%, good results, very underrated now EMC --> 9%, good results BRCM --> 8%, last qtr results were unbelievable NTAP --> 5% CLS --> 3%, last qtr results were unbelievable PMCS --> 3%, last qtr results were unbelievable NT --> 3%, last qtr results were unbelievable MSFT --> 3%, very disappointing results, a light (underwater hold) I use a "Market Leader" Approach, where I try to us the GG as well as "fast-grower", "great leadership" companies in theit fields... Interestingly, I have dropped the following over the last 4 months, and greatly simplified my portfolio tracking and inventory... Pfizer 100% Out Microsoft , 90% Out Intel, 100% Out GE, 100% Out Dell, 100% Out Johnson & Johnson, 100% Out Fidelity Focus Health Care, bottom 10% MF, 100% Out What I added was: 1- 10x Options on JDSU 2x LEAPS on JDSU (when they came available) 2- 4x LEAPS on BRCM 3- Shares (100) on PMCS 4- Shares (300) on NTAP 5- Shares of NT (46) Biotech & Telecom tech funds... I am now pretty happy with my portfolio, and while some of it is still underwater, I have great confidence in the next 5 years for them... My Favorite stock = JDSU, an (possibly) emerging KING in the optical space. Least favorite/discouraged that I own = QCOM, but since I have DITM LEAPS , I will let them play out.... 1st Stock I would buy on GOOD news: MSFT !, A very underrated GORILLA, but with a ton of lawsuits coming and horrible sentiment, it's a no winner for a while. What I would buy now with some new Cash = SUNW 2003 LEAPS, JDSU LEAPS (any), NTAP, BRCM and PMCS. Maybe EMC. I hope to get comments from the best thread on SI... And some of the bets people, like Lindy and Mike Buckley, Chaz, gdichaz and others too numerious to mention take care everyone Jean

To: Apollo who wrote (23804)	4/28/2000 7:42:00 PM
From: Jay	Respond to of 54805

Portfolio Survey QCOM 35.3 NTAP 20.7 JDSU 18.4 RNWK 5.63 GMST 5.47 CREE 3.62 NT 3.31 MFNX 1.83 GSTRF 1.08 Cash & trash 4.7 I would hope for them all to double. At the beginning of the week, I'd have said NTAP would be the soonest. Since it has already moved significantly this week, I'll say GMST would be the first to double from the close, today. One other request: If you repeat this survey again, you might include a weekend to get it done. I have a difficult time just following the thread during the week, much less posting. Rgds, Jay

To: Apollo who wrote (23804)	4/28/2000 11:32:00 PM
From: Dinesh	Read Replies (1) \| Respond to of 54805

Stan: Portfolio survey: Old habit die hard - always sat on the back bench :-) MSFT 19% CSCO 12 AMD 12 QCOM 9 CUBE 8 CTXS 7 CA 5 LHSP 4 INTC 4 LU 4 IFMX 3 etc. 2 (ELON, TRW, GO) cash 13 Breakdown is approx. 80% Equities, 20% LEAPS & Options. The percentages have been changing pretty rapidly lately. Which of these stocks will double over next 12 months - I don't know, and I doubt if any will. I believe a lot of market froth has yet to subside. If any does double, well, I hope it is MSFT ::-) CUBE is my GMST swap candidate, depending on how bandwidth rollout goes. For CTXS I can thank Mike Buckley :-) Thanks for taking the time to conduct the survey. -Dinesh

To: Apollo who wrote (23804)	4/28/2000 11:36:00 PM
From: Bretsky	Read Replies (1) \| Respond to of 54805

First off, wanted to thank you so much for compiling this information. It is very interesting to all of us and I don't think you can be thanked enough for your effort. Here is my MODIFIED PORTFOLIO. I notice I've trimmed down my stocks from 22 to 18, and have taken stakes in many kings and some gorillas since the last survey CSCO- 32%- Still solid and I'm happily holding EMC- 11%- Still solid and I'm happily holding TLAB- 10% (down from 17% last time as I've trimmed) AOL- 7% HD- 6% BRCM- 5% and looking to increase holdings on next fallback JDSU- 4% CMGI- 4% (Will prolly trim this one back) NTAP- 3% - Recent purchase PMCS- 3% WCOM- 3%- Looking to get out and reinvest proceeds YHOO- 2% GMST- 2% (Am I the only one here with a loss on this one ?) NOK- 2% CREE- 1% SEBL- 1% QCOM- 1% ELON- 1% (Got killed so far on this one) About 2% cash that'll most likely be going into CREE and SEBL. Since all of this is in a taxable account, it's harder for me to make changes w/o some deep consideration. Most likely to double from here. 1. NTAP- EXTREME GROWTH Honorary Mention- GMST- Been beaten to hell and the merger should propel this baby upward.

To: Apollo who wrote (23804)	4/29/2000 10:01:00 AM
From: melinda abplanalp	Respond to of 54805

Coming out of lurk mode to participate a bit. My holdings are... CREE 33% Cash 30% ELON 15% QCOM 13% JDSU 9% All held in IRA's and Roth IRA's Most likely double is CREE IMHO. Stock that shows the most red ELON. Stock I wish I owned NTAP but I wimped out during the "dark days". I held everything during the "dark days" and actually added QCOM back in. I think keeping ELON even though it is still red will be a constant reminder that if I am going to dabble in shiny pebbles I should get in and out fast as Uncle Frank did. I also own a speculative stock but am not including this as it was not received well here when someone else brought it up.