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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: DownSouth who wrote (20140)	3/14/2000 4:05:00 PM
From: Eric L	Read Replies (3) of 54805

DownSouth, << Nice portfolio strategy ... Your take on ELON? >> ELON went on my watch list immediately after that fine report was published here. My initial reaction is its a tad early and all my "early" money is now in GMST (15% of portfolio). WIND is on there as well and as a matter of fact I did a quick in an out on WIND last fall for an easy double. Boy that NTAP is RED big time, today. Great little company and thanks for introducing. I'm about 50/50 NTAP/EMC and have a nice comfort level with that attack on storage. - Eric -

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