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

To: Uncle Frank who wrote (1692)	5/5/1999 12:28:00 PM
From: LindyBill	Read Replies (2) \| Respond to of 54805

Frank, I am going to hold Cisco as long as they make their numbers. Cisco will drag, but "Earnings will out" I believe the same thing about Msft, but with the DOJ hanging over their head, and Q doing so well, I just sold the rest of my MSFT and put a buy order in at 200 on Q. If it goes through, I will be 79% Q, which I can live with. With Dell at 38 and change. and no bright future,(by our standards) for boxmakers, (no matter how good), It's time for more Q. Hey, if we blow it, you and I can always make a living, in our old age, behind a 7-11 counter!

To: Uncle Frank who wrote (1692)	5/5/1999 12:34:00 PM
From: mariner	Read Replies (5) \| Respond to of 54805

Gentlemen Well my copy of the "manual" finally arrived today. Will endeavour to digest over the next few weeks. Like you am considering moving some of my CSCO towards QCOM (I hold a significantly larger weighting in the former), however the punishing tax regime here makes such a move challenging (trust me, your cap gains tax situation is much more lenient). One question I have before starting my education. Is the Gorilla theory only applicable to the tech sector? If not, can it be applied across the board to other market areas? I'm thinking aloud here. Considering a position in a financial services firm, and am wondering if the gorilla theory could be applicable. Your thoughts? Thanx. Looking forward to the book.