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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Apollo who wrote (11383)	11/29/1999 11:20:00 AM
From: Tom Ardnij	Read Replies (1) of 54805

Stan, I was out of town the bulk of time that you collected the survey. I realize it is late, but for the record I would offer this info on my portfolio. CSCO-18% QCOM-15% JDSU-15% AOL--10.8% SUNW-10.7% MSFT-8.8% SEBL-8% RNWK-5.5% GMST-3% ARBA-2.2% BRCD-2.2% Lot's of influence from 3 authors. (Moore-The Gorilla Game, Inside the Tornado,(George Gilder, The Gilder Technology Report), (Clayton Christenson, The Innovator's Dilemma) And of course influenced by this thread and our Godzilla thread. Best Regards, Tom

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