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

To: lightwave51 who wrote (33244)	10/16/2000 3:18:01 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

>> Diary of a Fund Manager... " I sold all of our Cisco Systems as well. In my view, CSCO has about maxed out its market cap on that segment of the market it dominates. Keep an eye on this guy. He'll probably jump back into Cisco in the next 90 days. Most of today's fund managers have an investment window of less than 1 quarter, which is why their opinions are of no value to Gorilla gamers. The GKI is up 40.2% ytd. If we had adjusted our holdings every quarter, we'd probably be doing as poorly as Robert Loest's mutual fund. uf