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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: DownSouth who wrote (3876)	7/16/1999 10:45:00 AM
From: Uncle Frank	of 54805

Mr. DownSouth, good morning to you, suh. Nice to have you back, It's been 3 days since you last posted here, and I was worried you no longer regarded this as your home thread <g>. But I see you've been struggling with weighty issues; eliminating a Silverback from your core holdings is no easy decision. I did the same with Intc back in January, but I keep looking at them with new interest as they announce new initiatives, such as their modem partnership with cisco <that's a tag team that should strike fear into the hearts of the network IC houses>. Glad you beefed up your Q allocation. It should make you verrrry happy, Mr. Softee has finally broken through to Blue Sky territory <g>. A very nice, balanced portfolio of winners, DS. I envy you well balanced types. Frank

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