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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (17530)	2/9/2000 4:27:00 AM
From: LindyBill	Read Replies (2) of 54805

RE: Oracle and NOK Thanks for the article on Oracle, Mike. I held my nose last week and made the "Black Princes'" company 1and 1/2% of my portfolio. I always swore I would not buy anything that Ellison ran, but the numbers for the last few years are so good, and their lock is so strong, that I felt I could not pass it by. I still believe Larry is his own worst enemy. Why are we all passing on Nokia? Is it because we love Q too much? Is it because it is European based? There is not one reference to NOK on the G&K list board. 1) It is the king of cell phones 2) It is up over 200% the last 12 months 3) It is up 20% this month. I put a buy order in for tomorrow at 200 for about a 1 & 1/2 % position. BTW ) I got out of RNWK at 165 today, and added to my CREE position at 148. (I am having sooooo much fun!)

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