Bowling Alleys and Tornadoes: G&K Hunting Grounds Message Board

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Strategies & Market Trends : Bowling Alleys and Tornadoes: G&K Hunting Grounds

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To: John Stichnoth who wrote (30)	7/16/1999 10:13:00 PM
From: Percival 917	Read Replies (2) of 153

John, Sorry to take so long to answer. Long day today. I think looking in other areas are fine. I have an interest in the medical equipment area as I am an Optometrist by profession. In fact I have followed Summit Technology and Visix for awhile. They have done well but there are issues there that I haven't resolved enough to take any long position on either one. I am a bit more familiar with PC related tech and currently hold positions in AOL, INTC, LU, and MSFT. I just sold my position in Oracle and put it into Q. I am currently following RMBS (which will most likely be my next investment) and a few others. I am also quite interested in the fixed wireless arena. If it won't create to many categories we could look at one or two other arenas to watch. I'm just not sure outside of the PC / Wireless arenas that we would be as likely to find as many gorillas/kings. JMO Joel

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