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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: DownSouth who wrote (9000)10/27/1999 5:48:00 PM
From: Percival 917  Read Replies (2) of 54805
 
Hey DS,

On my message to Eric, I was asking his opinion of the other four, as I am not in them at this point. In the fiberoptics play I am long in JDSU only. Were you indicating that I should add PMCS and CNXT to the others, or instead of the others?? Also beside BRCM should not BRCD be considered as they are a direct competitor of CNXT. The biggest problem I have with BRCD is that it is way overextended.

I had PMCS for awhile and decided to let it go in favor of increasing my QCOM, GMST, JDSU and ITWO positions. I would be interested in your thoughts on CNXT AND PMCS.

Thanks to mah fellow Southerner,

Joel
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