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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Brian K Crawford who wrote (691)	3/7/1999 1:29:00 AM
From: Mike Buckley	of 54805

Brian, Any one else have more insight? My impression is that there is more validity in the trends of numbers of that sort than in the details. Seeing Oracle and Cisco near the top is a more valid indicator for me than the specific numbers. Similarly, I don't take five-year forcasts seriously. It's too hard to predict what will happen three years out. If I see that analysts are expecting a high-tech industry to grow 50% a year, I don't bank on that happening. But I do make investment decisions based on it being one of the faster growing industries regardless of what happens to the economy. Good to see you in the folder! --Mike Buckley

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