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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: JRH who wrote (3120)	6/25/1999 1:59:00 AM
From: Uncle Frank	Read Replies (2) of 54805

>> I talked to you about NTAP, right FranQ? I think you had just bought some prior to our meeting.... I did a little bottom fishing on ntap, Justin, a justifiable risk since you and DownSouth had enlightened me about their business model and outlook. As usual, my timing was off - I bought at 44 1/4 just before the dip into the 30s. Ntap's unexpected s&p selection saved my bacon, and I am trying to figure out if I should extend my holding period. What are your expectations, Justin? Frank (FranQ seems a little affected on days when Q drops over 5)

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