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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (9143)11/1/1999 9:40:00 PM
From: DlphcOracl  Read Replies (1) of 54805
 
Mike Buckley: I already have a full position in SEBL and was wondering: what would be your next one or two picks for companies in the enterprise software space? I think this will be a hot sector in the year 2000 after Y2K paranoia evaporates and companies reinvest in IT. Thanks.
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