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

To: DownSouth who wrote (341)	2/22/1999 10:31:00 PM
From: Teflon	Read Replies (2) \| Respond to of 54805

DownSouth that's pretty scary, I wrote my post without seeing yours. Were we separated at berth and no one told us? What shall we discuss next? FYI, I have not filled out a Profile as I am generally distrustful of supplying information about myself online in any format. The whole thing just makes me nervous. If any of you give me a good enough reason, I will fill in enough info to give a truthful idea as to where I am coming from. Otherwise, I'll just leave it blank. As if anyone really cares! Thanks, Teflon

To: DownSouth who wrote (341)	2/23/1999 4:26:00 PM
From: KY	Read Replies (2) \| Respond to of 54805

Downsouth, Question is, do you bet on one gorilla or both? Safest strategy would probably be to invest in both for now, then discard the other when it becomes clear that one has lost the battle for king gorilla. I remember from Moore's book that when a true gorilla has yet to emerge, he recommends buying a basket of potential gorillas in the same industry. Then, trim back as each fall by the wayside. In this way, you don't miss out on the trememdous gains of the one gorilla...which will more than make up for the other selections in the long run. Right Frank?