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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: Uncle Frank who wrote (14968)	1/23/1999 12:00:00 PM
From: DownSouth	Read Replies (3) \| Respond to of 74651

My portfolio is very similar in structure to yours and LindyBill's Uncle, The Gorilla Game and Moore's earlier books have had a tremendous influence on the business models of high techs and on investment styles, don't you think? I tried, for a few months, the idea of playing Gorilla investing by trying to spot the tornadoes and investing in those companies, knowing that at least two would fall down and one would come out as the Gorilla. I chickened out and pretty much stick with the Gorillas and Kings. (I do think RMBS is about to be swept into the tornado, and emerge with hpergrowth, and have put my money where my mouth is on that one. I have also been enjoying PMCS (4.5%) as a potential king. I have about 1% in MSPG, "just for spice".) Since I changed my strategy from a "balanced portfolio" to a G&K, the reward has been remarkable. I still have some FNM and MRCK (about 5% each), which have been good steady performers. I just wish I had more money to play with!