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

To: Brandon who wrote (33166)	10/15/2000 3:02:45 AM
From: Bruce Brown	Respond to of 54805

Brandon wrote: One of the things O'Neil states is that for a new bull market to start you need new leaders. The gaurd will always change as the leaders of the last market become more mature and cant grow as fast. In terms of weighting on the Nasdaq Comp, think of what Microsoft, Intel, Dell, Worldcom, JDS Uniphase, Qualcomm, Cisco and Yahoo! have done for the index from April to date. Along those lines of thought, here's some data from the Fool which I have not checked for accuracy, but simply present it for thought along the lines of the maturity of the PC concentric companies and my thoughts of an 'age mix' portfolio within technology: boards.fool.com On Friday the 13th, Charlie Ruland wrote: [I'm tracking the top performing stocks since 4/17/00. This is the day when techs tanked big time. Anyway, I find it useful to track which companies perform the best after these major downturns. Going from "trough" to "peak" in other words. Here is a list of the top 23 performers during this period (intraday lows on 4/17/00 thru today's close). Please keep in mind this is not an "exhaustive" list. (ie. there may be others that make the list, I just don't follow them; so please feel free to add).] COMPANY 1. Extreme Networks (EXTR) +348.5% 2. Emulex (EMLX) +260.2% 3. Human Genome (HGSI) +226.0% 4. Ciena (CIEN) +222.7% 5. BEA Systems (BEAS) +202.9% 6. Juniper Networks (JNPR) +200.7% 7. Network Appliance (NTAP) +195.3% 8. Millenium Pharma (MLNM) +178.7% 9. Applied MicroC (AMCC) +177.6% 10. Brocade Comm. (BRCD) +177.0% 11. Abgenix (ABGX) +169.8% 12. I2 Technologies (ITWO) 163.8% 13. Siebel Systems (SEBL) +162.3% 14. PeopleSoft (PSFT) +151.6% 15. Ariba (ARBA) +142.2% 16. Redback Networks (RBAK) +129.2% 17. Corning (GLW) +116.8% 18. Commerce One (CMRC) +116.6% 19. Broadcom (BRCM) + 88.9% 20. Sycamore Networks (SCMR) + 80.9% 21. Verisign (VRSN) + 76.3% 22. EMC Corp. (EMC) + 75.8% 23. PMC-Sierra (PMCS) + 72.0% Knowing the comp weighting of the eight large-caps as well as the Nasdaq participants from Charlie's list of 23 at least contributes to the theory that something is going on in the market that on the surface of looking strictly at the Nasdaq index going from 5000+ to 3000+ will not show. BB

To: Brandon who wrote (33166)	10/15/2000 4:30:18 AM
From: Seeker of Truth	Respond to of 54805

This thread is concerned with the gorilla game. O'Neill, the technical analyst, is about as far from the gorilla game as one can get. Please read the revised edition of the manual. Microsoft did very well through the various gyrations of the market from 1986 to 1999. Various gorillas and kings did fine throughout the roller coaster of 2000. Cf. SEBL, ITWO, NTAP etc. The idea is not timing of general market movements but establishing the gorilla qualifications and holding on.