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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (36044)	12/6/2000 8:47:23 PM
From: LindyBill	of 54805

G&K's I bought this week that were beaten down the most will most probably be the best performers over the next year. Mike, I had two things wrong with my comment. 1) I should have been more explicit 2) I should not have invoked your name. What I meant to say was that I thought that companies such as Cisco and Intel possibly had a better chance of large gains this next 12 months than Siebel and Network Appliance, since they were working off of smaller ratios. It was a passing comment, with no great amount of analysis behind it.

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