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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (42684)	5/16/2001 3:03:47 AM
From: Bruce Brown	of 54805

You could characterize my portfolio the same way, but I'm not sure how stable it will be. Then read an article by Ken Brown (no relation) in the Wednesday edition of the WSJ on the speculative rise in some stocks off the April 4th lows and a study done by Goldman Sachs. Of course, the article is peppered with comments/opinions from Laura Conigliaro - Goldman Sachs analysts - who has been no friend to the storage industry in the past couple of quarters, but she had her reasons. At least BEA Systems comes out well in that article, but here again - Goldman has been strong on BEAS. The article was copied here: Message 15806295 BB

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