Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: MarkR37 who wrote (29360)	8/3/2000 4:44:56 PM
From: Uncle Frank	Read Replies (2) \| Respond to of 54805

>> I think you made a mistake by bailing on those three... Bill is just getting back to the basics that got him to his goal in the first place. Elon, sndk, and cree are promising, but none have left the bowling alley yet, and are therefore too risky for a Gorilla gamer. I think we may see Sir Dancelot end up the year with a much smaller number of investments than the current 16. Lots of people teed off on Dancelot last year for going 100% qcom, and ate their words later. I've learned to just watch him, whether it be investing or dance moves, and marvel. uf

To: MarkR37 who wrote (29360)	8/3/2000 5:27:58 PM
From: LindyBill	Respond to of 54805

I am currently: ADCT 3.6% BRCD 5% BRCM 5% CSCO 8% EMC 5% GMST 2.5% INTC 9.5% JDSU 9% NTAP 7.4% NXTL 2% ORCL 6.7% PMCS 3.8% RMBS 1.5% SDLI 20%!!!! SEBL 5% SUNW 6% The JDSU/SDLI position of 30% of my portfolio is because I think the two, with the merger, have the best chance to move up the rest of the year. SDLI is being "arbed" right now at a 20% discount from the merger price, and JDSU is still well below its high. This is the riskiest move I am making at the moment. The SUNW will be enlarged, and I will probably sell out of NXTL and ADCT, in the interests of consolidation. RMBS is not a major with me, either. I would sell some to make room for QCOM if I felt it is moving on solid good news. I have done a very lousy job of investing this year, and I am ashamed of my results. This board should have taught me to consolidate in the major kings and gorillas the first of the year, instead of getting fancy with a "Lindybill Mutual fund" that cost me a bundle when the market crashed. I am getting "back to the basics" of the major Gorillas and Kings.