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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Apollo who wrote (35281)11/27/2000 3:35:13 AM
From: J F Allen   of 54805
 
Portfolio 11-26-00

INTC 29.5
QCOM 15.5
JDSU 10.0
EMC 8.0
TYC 7.5
CSCO 6.8
TXN 6.4
WIND 3.3
CREE 2.3
CMGI 1.3
Cash 9.4

Biggest Mistake: CMGI
both common sense and GG rules

Again my thanks to all of the thread leaders and participants.

Unsolicited comment, I am retired and supplement my income selling OTM covered calls against my core holdings.
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