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: fish who wrote (35391)	11/27/2000 1:30:51 PM
From: Mathemagician	Read Replies (1) \| Respond to of 54805

Any interest in an SI portfolio tracking the performance of our aggregate portfolio (probably weighted by most heavily held) at prices on the day the survey results were reported? I'll be happy to maintain them if there is interest. M P.S. Here's a particularly illuminating comment that I think bears repeating lifted from Apollo's analysis of the Nov 99 surveys... Gemstar is more widely held by thread survey participants than Cisco, Microsoft, or Intel; or even EMC and NTAP. This must be an example of "group think", as pointed out by JDB; whereas the widely held positions of QCOM and JDSU represent "astute group insight", since these companies have tornadoed and have proven themselves.