Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (1289)	4/14/1999 12:43:00 PM
From: LindyBill	of 54805

Any opinions about aol? Have we reached a resting point in its fabulous run? Should we be rotating even more into qcom? I am up 0ver 600% on AOL. and won't get off this winner for a while. I am 40 % Qualcomm, and hesitate to get any heavier. Here is a link on Q that shows some interesting forward PE's and prices. It shows that if we maintain the present PE and use projected earnings, the stock price should be 286 by September and 385 in 24 months. If you are still have less than 40% of your portfolio in Q, you might move some more money. investor.msn.com I am only 16% Microsoft now. If you are still heavy there, you might move it. Of course, you know my mantra, Frank: GET OUT OF DELL! (and Intel)

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