Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: DlphcOracl who wrote (4607)	8/3/1999 9:08:00 PM
From: Uncle Frank	Read Replies (2) of 54805

>> the fourth quarter should be quite strong for tech stocks AND internets. I hope so, but I'm concerned on several fronts: * The y2k scare will probably spook the market in December. * AOL seems to be in a face off with MSFT, and the Gorilla usually kills the King * Internets have lost their image of invulnerability, and will be subjected to more bear attacks I have an all Gorilla portfolio at the moment, (qcom, msft, csco) and there is no reason to assume additional risk. About the only plays I will consider in the next month will be to write covered calls on my core holdings. Patience will be the key to avoiding permanent losses; maybe we can talk each other through it. Good luck to all Gorilla Hunters during this trek through the darkest part of the jungle, Frank

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