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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: sand wedge who wrote (20638)3/18/2000 9:35:00 PM
From: lurqer  Read Replies (2) of 54805
 
re. ORCL and MSFT

I have some ORCL and have enjoyed its recent appreciation. I'm not yet totally convinced the arrogance exhibited by the "Black Prince" after the last earnings report was justified. As for Softie, they have an obvious reason to "low profile" other ventures right now. It's possible to interpret "wee Willy's" recent change in position as an indication of a future emphasis on "new directions".

lurking...

lurqer
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