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

To: chaz who wrote (1286)	4/14/1999 11:28:00 AM
From: LindyBill	Read Replies (1) \| Respond to of 54805

I really don't want to go back into buying small cap hi'techs, Chaz. I did that last year and got burnt. Not too much, because I could see that the institutions would not put money in the small caps. I think the solution is to do what we are doing with Qualcomm. What until the dust settles, ride the companyu up and through the tornado, and keep looking for other Gorillas, Princes and Kings. That negative on this approach is that we miss the early run-up, such as Qualcomm had the first 4 days. The positive is that we don't have to set in a basket of small techs while, A. they go nowhere waiting to make it, and B. The go bad, and we lose. I think we are on the right track. The problem is, riding these boards and seeing missed opportunities, we get frustrated and greedy.