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

To: Uncle Frank who wrote (37267)	12/31/2000 1:48:56 PM
From: marketing1	Respond to of 54805

Frank, I watched the fall of Q last spring early summer I doubled down in the summer which drastically overweighted Q in my portfolio I watched Q recover some in the autumn Then since Sept 1, the NAZ decided to try out the sport of cliff diving Like london bridges it all fell down So the question for me like others became One of relative valuation I decided it would be prudent for me to diversify So I sold off some Q and took the tax loss. Made up an Excel chart. One sheet for Gorilla; one for “watch and wait” Trying to determine “how much to pay for growth” Used an estimated 5 yr growth rate and estimated 2002 earnings to calculate PEG Attempted to extrapolate out 5 years of PEG. To make a long story short I bought NTAP, JDSU, SNDK, RMBS, GMST and a small amount of SUNW, WIND and BRCM. All bought somewhere near the recent bottom. Q still remains 50% of my overall portfolio. Looks like we may well have a rocky road ahead of us this year financially. I am very busy trying to maintain the financial status quo. So I will be mostly lurking for a while. Regards, Marketing@Ihatebeingpoor.com