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

To: Uncle Frank who wrote (33181)	10/15/2000 5:33:09 PM
From: Eric L	Read Replies (2) \| Respond to of 54805

uf, << I think it would be a mistake to come to any conclusions on the Ides of October. We go through this almost every fall >> We sure do. << I'm speculating we'll be amazed at how leadership reverts back to the Silverbacks over the next few months ... Jmho>> I'm speculating same right along with you. I am today 20.0% CSCO and 3.2% INTC. I am 4.9% cash after adding to PMCS last week. I have GTC limit buy orders in on ITWO, MSFT, and ORCL totaling the 4.9% cash. I may not hit these but I will be fully invested by November 15th (as always). I have never held silverback ORCL or youngster ITWO. Time to get back into MSFT, IMO. When completed I will be about 25%+ Silverback. This Bear ain't over. CSCO may not be the most glamorous play on the street, but I consider it to be the safest. If there is a single bellwether for the NAZ, it is CSCO, IMO. All of the above Jmho, as your remarks were. I'm working with both of my daughters and their husbands on their investments. With somewhat limited capital they both hold CSCO at approximately 20% of port, and GE at 20% as well, and they divide storage into 10% EMC, 10% NTAP. Both couples watch the same 30 equities as I do, and the same 12 Mutual Funds, and pretty much stick to these for the balance of their investments. They each have a copy of the RFM and cassette audio tapes as well, and are becoming pretty savvy investors with a very LTB&H philosophy. - Eric -