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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (5144)	8/24/1999 9:43:00 PM
From: Douglas W. DeVries	Read Replies (1) of 54805

Frank: I was a little surprised to see that you sold your NTAP. I really like this company's prospects looking forward. In reading the thread over the last couple of days I'm getting a little concerned that we are becoming a little overly exuberant re: our beloved Q. I also think that the weighting of Q in some portfolios on this thread is a little on the heavy side. I for one am considering a purchase of MSFT over the next couple of days. I read a great Motley Fool article tonight on Microsoft's overwhelming ability to generate free cash flow. I realize that I'm not one of the greatest contributors to this thread, but I think it's very important that we carefully monitor our enthusiasm for any one stock. Doug

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