Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (3112)	6/25/1999 11:04:00 AM
From: Tony Viola	Read Replies (2) of 54805

Mike, Re: "The company is in Frank's G&K portfolio. It's the long established gorilla of mainframes and has a shot at being the king of services and e-commerce. Any thoughts about IBM from those more knowledgeable of it than I am?" To your first statement: true, already is, and probably will. You left out king of technology, both in semiconductors and storage, although Intel freaks will give you an argument on the semi part. Two problems with IBM stock are that they have trouble keeping the top line moving up fast enough for a growth stock (so huge), and they've made a huge move up lately. IBM is one of those stocks that, to me, always looks too expensive. Cisco might also but I'm very confident of their continued 30+ percent growth for years, so have no trouble jumping in there. Tony

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