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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: chaz who wrote (13782)	1/1/2000 6:23:00 PM
From: chaz	Read Replies (2) of 54805

Justin: Been looking over the W&W portfolio and have a suggestion that for 2000 you include SFE for the same reasons the list contains CMGI. I also question the inclusion of PSFT. Mike B (I think) would place it on the G&K list, but in either place it sure looks like an extended poor performer to me, and not a likely "buy" for any of us, in either place. Just in case you may be looking for a surrogate for Q, which uf so shamelessly (gg) "stole" from you mid-year, have you considered replacing it with IDC? Thucydidies

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