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

To: Uncle Frank who wrote (49672)	1/4/2002 3:02:30 PM
From: Jurgis Bekepuris	Respond to of 54805

UF, I am partial "advocate of Gorilla Game investing". ;-) I.e. I invest in G&Ks but do not necessarily prefer them over other stocks. Here is my portfolio: 7% APCC 8% INTC 14% company stock not counting stock options 11% other stocks (ANF, ELY, EMC, JNY, NAUT for interested) 57% mutual funds 3% cash Jurgis - with some sells and buys in near-term horizon

To: Uncle Frank who wrote (49672)	1/4/2002 4:35:29 PM
From: Keith Feral	Read Replies (2) \| Respond to of 54805

Qualcomm, Sony, Yahoo, AOL, Microsoft, Flextronics, and Applied Materials. That's my adrenaline G & K portfolio. Dell, Sun Microsystems, IBM, Cisco, etc... That would be my alternative selection of short opportunities. IMO, box makers in the US know nothing about digital music, video, or data. Compaq is trying to make some progress. The complete lack of attention to the convergence of computers and electronics has left US box makers and fiber giants at the mercy of the consumer. If I were the CEO of Dell, I would go out and bid for Bose or Alpine or some stereo equipment company to start building some products that cross over from the world of pc's to multi-media machines. Letting consumers download some software program like a real player is not the vision I have for the convergence of entertainment and computing. I want seperate devices, but I want the computer to be able to control my digital environment. We do need CD RW and DVD RW drives to edit our own digital files. Further, the days of capital equipment are over. The glory days of Gilder vision of fiber glory are being replaced with the real job of marketing the common applications of the internet with audio, video, voice, data. I am an advocate of Gorilla Game investing with one caveat -I refuse to invest in companies that do not offer a product that I could buy as a consumer.

To: Uncle Frank who wrote (49672)	1/4/2002 7:46:55 PM
From: alanrs	Respond to of 54805

In the interest of full disclosure in portfolio land, I am going to be a little bit more detailed this year in the overall breakdown. GIC @ 6.25% in 2002: 31.6% REITS & Utils: 1.6% Mutual funds: 6.6% Various MM funds: 22.4% Individual tech stocks:37.7% Within the sub-set of individual tech stocks, only one (CREE) is greater that 5% of the entire portfolio. However, the top 5 holdings represent 26.1% of the total, with 14 other stocks totaling the remaining 11.6% at present. The top 5 are: CREE 12.4% QCOM 4.8% LSI 3.3% BBH 3.1% (Biotech HOLDERS) NTAP 2.5% Since I also write calls against these stocks, there are always some holdings at risk of being called away. Currently, I expect about 10% of these holdings to revert to cash, although the number could be as high as 25%. Similarly, I write puts against the cash in the Money Market. I expect 5% of that to soon be converted to stock, again with my max exposure being about 25%. I have gone into this detail so as not to mislead a new investor as to what I believe is a prudent mix of investments, at least for me. ARS

To: Uncle Frank who wrote (49672)	1/4/2002 9:22:39 PM
From: Eric L	Respond to of 54805

Frank, re: Portfolio Survey I am (obviously) a strong advocate of Gorilla Game investing. My equities portfolio as of Jan 4, 2002 (hope that is close enough to Jan 1). QCOM 17.4% CSCO 15.4% NOK 12.9% INTC 8.8% MSFT 8.5% SEBL 8.1% JDSU 5.7% ORCL 5.7% NTAP 5.1% EMC 5.0% Other 5.4% Cash 2.0% - Eric -

To: Uncle Frank who wrote (49672)	1/4/2002 9:59:56 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Frank, I am (obviously) a strong advocate of Gorilla Game investing. My equities portfolio as of Jan 4, 2002 (hope that is close enough to Jan 1). Ditto to all of the above. Siebel 41% Qualcomm 26% Gemstar 11% EMC 6% Cash 16% To all: This is a highly volatile portfolio, made so by having few stocks and all of them in the high-tech industry. Its extreme volatility probably renders it inappropriate for all but very few people. Please don't make any investment decisions based on anything coming from my keyboard. --Mike Buckley

To: Uncle Frank who wrote (49672)	1/4/2002 11:53:29 PM
From: BirdDog	Read Replies (1) \| Respond to of 54805

Survey I'm not considered GGing anymore because I'm managing my account closer. It can be called trading. Although my holding period depends on what I see comming. Just for interest sake. I'm investing only NTAP, SEBL, QCOM. Heavily ntap and sebl...probably consider them 40% each? QCOM considered 20%? Could change. Just to mention. In one of my accounts. I've been 100% one company, at one time, since the sept lows. That account, if I had not removed some money for living expenses early last year, would be worth 4/5ths of my March 2000 high right now. And I did ltb&h all my accounts through the April 2001 low. Maybe when Geoff writes his next book; I'll be considered GGing again. BirdDog@OhHomeOnTheRange.com

To: Uncle Frank who wrote (49672)	1/5/2002 9:21:26 AM
From: Don Mosher	Respond to of 54805

RE: 2002 Gorilla and King Survey I am an advocate of Gorilla Game investing. As of January 1, 2002, my portfolio consists of: QCOM 33% CREE 9% BEAS 9% GMST 9% WIND/ARMHY 7% JDSU/AVNX/CORV/NUFO 9% RMBS/Miscellaneous Stocks 6% Mutual Funds 18% Bonds/Cash 0%

To: Uncle Frank who wrote (49672)	1/5/2002 10:13:56 AM
From: substancep	Read Replies (2) \| Respond to of 54805

Uncle Frank, The following only pertains to our cash account. Tax deferred money is indexed. 1) Definitely a Gorilla Gamer. 2) % of stocks, bonds, mutual funds & cash: a) QCOM 26.1% SEBL 21.8% BEAS 14.1% CSCO 10.4% RMBS 8.4% cash 19.2%* b)NA c)NA d)*within the next quarter I will begin dollar-cost-averaging the cash into EMC, NTAP, MCDT and possibly AVNX although I am apprehensive about doing so because the market smells like a bear trap. BWTHDIK. I'll admit to market timing here but the cash is beginning to pile too high. MZM situation is a significant issue imvho. Bryan

To: Uncle Frank who wrote (49672)	1/5/2002 4:06:07 PM
From: H Peterson	Respond to of 54805

RE: 2002 Gorilla and King Survey I am an advocate of Gorilla Game investing. As of January 4, 2002, my portfolio consists of: CASH 47.11 % NTAP 26.88 % SEBL 19.07 % 401K 4.10 % (QCOM,BRCD,AMCC, JNPR,EMC,CIEN, EXTR) Equals 2.84 % The only reason for so much cash is I just rolled one of my 401K's into an IRA. I plan on buying more Gorilla's in this coming week. H Peterson

To: Uncle Frank who wrote (49672)	1/5/2002 7:21:35 PM
From: John Carragher	Respond to of 54805

I am an advocate of Gorilla Game investing. qcom 22% cree 18% jdsu 11% emc 9% ntap 7% brcd 6% sunw 5% pmcs 4% amcc 4% chkp 3% jnpr 3% csco 3% sebl 2% misc 3% cash 0