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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: uel_Dave who wrote (7198)	9/29/1999 12:59:00 AM
From: Uncle Frank	Read Replies (2) of 54805

>> wrt to Q splitting soon, so will JDSU in Dec 2:1 Not soon enough for me, David, but I guess Dr. J didn't read my persuasive posts <g>. Is the jdsu split rumored or announced, and if so, when's the split date? I agree with you that the voip sector is about to spawn a whole new tornado, and I plan to participate <vbg>. As far as upgrades from the w&w to the GKI, moving jdsu would distort the ytd results of both portfolios. I'm considering closing the GKI until the end of the year; we can work on it between the end of the Christmas Rally and the start of earnings season. Imo, the W&W portfolio should remain open to candidates. I'd appreciate comments on this approach. uf

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