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

To: Apollo who wrote (26215)	6/12/2000 4:29:00 PM
From: Uncle Frank	Respond to of 54805

Thanks for the compliments, Apollo, but you give me far too much credit (just talk to Aunt Nancy). Due to my high concentration in Qualcomm, my portfolio has taken a good drubbing so far this year. The saving grace was diversification into csco, sebl, ntap, and intc during December/January, funded by converting qualcomm common to an equivalent number of shares of itm LEAPS. I regard the $42 I paid for Roth's book as one of my finest investments. Needless to say, I would have been far better off following the wisdom of the overall G&K community as reflected in your November portfolio survey. The GKI is up an astounding 18.6% ytd, while I am still deep in the red. I believe we see the same picture of sndk, though I regard them as a proprietary design board maker rather than a flash manufacturer. I've been watching them for over a year, looked for a flaw in their business model, and haven't been able to find one. Mr. Market drew my dd to a close by offering me a entry point today that I just couldn't resist. uf