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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: chaz who wrote (7073)9/26/1999 2:14:00 PM
From: Apollo  Read Replies (1) of 54805
 
Chaz,
appreciate hearing about your strategy on where to put new money. Can you amplify, especially in this setting of lots of great stocks from which to choose, why you choose GMST and RMBS? Why not established gorillas? Why not kings, such as EMC, or LU; why not fiberoptic plays, such Global crossing, JDSU. I think I can guess why you would choose RMBS, and GMST, but would like to hear your unbiased opinion.

stan
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