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

To: Curbstone who wrote (613)	3/2/1999 5:45:00 PM
From: chaz	Respond to of 54805

Mike, did you really pit the reds against the blacks or did you just make that up to entertain us? You're bad either way. But I think you're onto something regarding different baskets. If nothing else, it will help us identify the top candidates in each basket, and then we can begin comparing top candidates if we choose. We may find that the top candidate in the equipment field is less appealing than the top candidate in several other baskets, or more so. I've added AMAT, yesterday, lucky me, at the high for the day.

To: Curbstone who wrote (613)	3/2/1999 11:30:00 PM
From: Mike Buckley	Read Replies (2) \| Respond to of 54805

Aloha Mike, I'm getting back to the thread before having a chance to read all the posts but I want to respond to the issue you raised about monitoring baskets of potential gorillas in this folder. I'd like clarification from Frank (if he hasn't already written it), but my understanding that this folder was created because of the interest in NOT adhering exactly to gorilla game principles written by the author. The fact that we're enthusiastically watching Kings and potential Kings is inidicative of that. My thinking is that it's OK not to have baskets of potential gorillas and king in this folder there is also the by-the-book Gorilla Game folder that baskets can be followed. Relative to that, I'll be reporting monthly on the basket of front office stocks but only because I was asked to do it. That discussion might not be appropriate for this folder. If there is a consensus opinion that, indeed, it is not appropriate I'm happy to discontinue the monthly wrap-up. --Mike Buckley