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Subject:  Re: Constructing a Portfolio of Gorillas Date:  4/11/2000  1:07 PM
Author:  SlyAce Number:  2022 of 8788

You have compiled a good list and your categorization makes sense. As a practical matter, you could probably buy each company on your list in equal amounts, forget about your list, come back in 5 years and be a happy camper. I don't follow Nokia, Sun, or Ericson, so my comment above necessarily excludes those. As to others that are not yet (and may never be) gorillas or kings, you need to watch more closely (e.g., CRA, BLDP, ELON, etc.) Good luck and let us know how you refine your thinking as your DD continues.
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