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

To: Bruce Brown who wrote (48706)	11/8/2001 1:02:31 PM
From: gdichaz	Read Replies (2) \| Respond to of 54805

Bruce: Thanks. Now we have a specific list to work from - except is that 4,6,7 or what should be the limit to the necessary holdings for diversification? Note in the table you link there are 11 companies - is that the whole enchelada? Also is anyone even slightly serious that ITWO is an "existing gorilla"? That is mindboggling to me even though I happen to own some, no way would I think of that as a "gorilla", but then all this is what makes horseracing, no? So what is Geoff's list, hmmmmm? To act on his ideas, we need to know don't we? Best. Cha2 PS BTW your portfolio seems to be a bit broader than only "existing gorillas" as I understand from your posts. So is mine. And I suspect so are those of many on this thread. How do we deal with this idea of Geoff's as a practical matter?

To: Bruce Brown who wrote (48706)	11/13/2001 10:28:05 PM
From: tekboy	Read Replies (2) \| Respond to of 54805

I don't recall Geoff every mentioning any other confirmed "existing" gorillas. wasn't he quoted more than once as putting JDSU, not to mention QCOM, in that category? moreover, regarding whether existing gorillas are sufficient for most portfolios, wouldn't it depend at least somewhat on where they were in the TALC? I mean, a question worth considering is whether we think that any of the silverbacks are on, or are approaching, main street. That would have important consequences for portfolio management, among other things.... tekboy/Ares@mooremooremoore,howdoyoulikeit,howdoyoulikeit.com