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

To: gdichaz who wrote (29217)	8/2/2000 11:35:39 AM
From: Tom Chwojko-Frank	Respond to of 54805

Again, communication on these threads is difficult at best - hard to do. Yes, although I think you've been clear, and I have not. My comment with Intel was with regard to Rule 6: Hold Princes and Kings lightly. I haven't decided whether Intel is a gorilla or king. But, even if Intel is only a king, I don't see anything that causes me worry. I want to lower my weighting in Intel by adding to other positions, not through subtraction. That was a rather long winded way of saying, you're right, and you phrased what I was trying to get at much more concisely. Thanks, Tom