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

To: alburk who wrote (36332)	12/14/2000 10:26:24 AM
From: Eric L	Read Replies (2) \| Respond to of 54805

Andy, << Would you care to expand on your reasons for "vacating" GMST >> No big thing. I was pretty high on this one. Started buying last October and into early December, knowing it was early gorilla wise. Sold half my position right after the sloppy earnings press release. Bought ORCL at a fire sale price. Larry may be flaky, but Henry might be flakier. Listend to the GMST CC. I was uncomfortable. Took a careful look at the newly merged companies. I'm not into e-books and there is too little IPG, EPG, right now to make GMST a pure play there, IMO. Sold the balance at 44. Back into MSFT at 56. I sold MSFT earlier this year right after the first judges ruling. I considered it a temporary move. Thought I'd see how things play out for this "contained" gorilla. I vacated GMST with some profit. It remains on my active watch list. I'm a bottom fishing gorilla value gamer these days. Decided it was a good time to do a little early end of year rebalancing. GMST did not make the cut. - Eric -