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Technology Stocks : Gorilla Game -- Ignore unavailable to you. Want to Upgrade?

To: Shane M who wrote (313)	11/9/1998 8:58:00 PM
From: SWF-Steve	Read Replies (1) \| Respond to of 387

I agree with your message completely. Specifically, if the portfolio was doing better, they would be maintaining it, today. You touch on a point regarding timing that I thought that the authors covered several times. That is, if you think that you have truly identified a gorilla candidate, use the market dips as buying opportunities. In my case, FWIW, I read the book about 9 months after publication. By then, several of the 'potentials' had sorted themselves out. I chose to buy into Seibel and I2. They immediately dropped 40-60%. A few weeks ago, I added to my positions. The last 2 weeks have helped to confirm the strategy. I keep monitoring the companies, confirming or rejecting the gorilla potentials. At this point, another dip would have me buying again. Good luck to you.