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

To: Uncle Frank who wrote (31718)	9/16/2000 10:35:48 AM
From: chaz	Respond to of 54805

Frank.. or is is FranG now(?) G is a Gorillet! Better tell Fred so it can go in the FAQ this weekend! G is 100 % of my sheltered account, and 75% of my trading account. Chaz

To: Uncle Frank who wrote (31718)	9/16/2000 10:52:35 AM
From: 100cfm	Read Replies (5) \| Respond to of 54805

Gorilla Huntress Taylor Brielle was born 6Lbs 12 Ozs 19 1/4" long. What she lacks in size she makes up in lungs. She's definitely able to scare any Gorilla out of hiding. Thank Goodness the only time she gets crazy so far is when her diaper is changed. Back to the hospital. PS: DS went with the Pentax 120 IQ zoom. It is one model up from the 105 and it takes fabulous pictures and also does that panoramic thing. Next the HPS20. Also snaptrack will be big, I saw the value of it when I was in search of the closest 1 Hr Photo Store and chocolate store to the hospital.

To: Uncle Frank who wrote (31718)	9/16/2000 10:53:33 AM
From: Eric L	Read Replies (2) \| Respond to of 54805

Frank. << Gem a Gorillet >> I'll take Gorillet. << Is there any substance to this dispute? >> Not a dispute. <g> I look at it this way. If you have a reasonably well balanced portfolio, comprising some established, gorillas and kings, you can afford to put some portion of port into a company early, particularly when its primate credentials look very good, as is the case with GMST. I'm up 52% in 11 months through a tough market on this critter, so it sure hasn't hurt me so far. I'd rather be in a tad early than a tad late, because as you say, hypergrowth may be occurring and we simply can't yet recognize it. Tek, just pointed out that Merlin thinks that "this may be an applications gorilla rather than an enabling technology one" and one "needn't wait for the tornado to buy in." Sometimes it is difficult to distinguish a technology play from an applications play. I kind of flip flop on this in re GMST. Either way, how anyone plays any investing game depends somewhat on their tolerance for risk. I try to play it aggressively conservative. One of my golf buddies is a very successful value investor, and holds almost no tech. When I discuss the Gorilla Game with him, he says Holy Ch****, Your a !@#$%^&, MoMo. - Eric -