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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: saukriver who wrote (23397)4/24/2000 6:40:00 PM
From: kumar   of 54805
 
re MSFT, GM, GGList :

the posts u mention are from early april - not very recent IMO (given the fidgety nature of the market).

and yes, I did say "no proven substitution threat".
I still believe that, and am still long on my softie stock (just not adding more :-)

cheers, kumar
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