Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Eric L who wrote (8949)	10/26/1999 9:09:00 PM
From: Percival 917	Read Replies (3) of 54805

Hi Eric, Hopefully the volatility won't be quite like CSCO's couple of 40% drops. I wouldn't be surprised to see a pullback after earnings. If they surprise to the upside it may run a lot higher before pulling back. Or if they are in line it may retreat right after earnings. I like this one along with Q for the next 3 to 5 years plus. What are your thoughts on the others in the group. Specifically SDLI, HLIT, ETEK and ORTL. All have been doing well. I know that Unq and LB do not agree with GM on the basket approach especially in a gorilla game, but here in this particular royalty game it appears to be a strategy to be considered. A basket of these stocks for the past year would have produced a very healthy return. Joel

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