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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Apollo who wrote (11728)	12/2/1999 10:08:00 AM
From: Jill	Read Replies (1) of 54805

Great post on NTAP and EMC. I believe Downsouth left EMC but stayed in NTAP. The nice thing about EMC, which I still have a teeny bit of, is that it's fairly steady compared to the momentum-rocked QCOM or JDSU. Tekboy posted this link over on the e-thread: cbs.marketwatch.com It shows EMC is part of an emerging "virtual economy portfolio" Lehman Brothers assembled. I found it very interesting. NTAP was not on there but probably deserves to be. Jill

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