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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Percival 917 who wrote (9721)11/6/1999 8:40:00 AM
From: Fred Davis  Read Replies (1) of 54805
 
Thanks Joel for your kind response.

Some would suggest that I sell MSFT and buy more Q but since MSFT is still a gorilla shouldn't we still hold since fundamentals have not changed or has the hypergrowth for MSFT ended?

You bring up an interesting point in regard to MSFT splitting off into separate companies. I agree that it would probably be good for the investor as growth would seem to renew itself within the new MSFT spinoffs and see a more aggressive growth oriented company of old.

Confused and learning, I hope.

Thanks,
Fred
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