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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: freeus who wrote (19055)	3/2/2000 10:54:00 PM
From: Sommers	Read Replies (1) of 54805

RE: What to Buy Attached is a "brief" list of about 100 companies, broken down by market cap. (two months old - much has changed, but is still helpful) Two particularly compelling companies in the mid-range are NTAP and PMCS. Hospitalman mentioned them in an earlier response, and I'd reinforce his suggestion that these deserve serious consideration, if one doesn't own them already. (Obviously, one can't own them all - as someone mentioned earlier being frustrated at the large number of excellent companies and the resulting confusion. Which is where TFM and this Thread has helped me the most.) This link suggests a portfolio building strategy - from the bottom up so to speak, focusing on "The New Paradym," broadband, communications, connectivity, the networked world and the companies that will reap the whirlwind. The link was posted by Stockman Scott several weeks ago, in case you missed it. boards.fool.com

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