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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: tekboy who wrote (21552)3/28/2000 1:05:00 AM
From: Uncle Frank  Read Replies (2) of 54805
 
>> I expect this quarter to be excellent, the next quarter possibly a bit slower.

I'm impressed; you've actually done some dd on your own; couldn't you con Merlin into doing it for you <lol>? I understand your purchase of the LEAPS now; your persuasive friend actually convinced you that AMD was in the game.

>> BTW, for all SNDK investors out there, I gather AMD's flash operations are looking very good...

AMD was honored at Cisco's Vendors' Day last fall for their excellent performance in flash. That certainly seems to be their strength. Otoh, I'm not sure they've made a plugged nickle selling microprocessors. You may have a winning stock pick, but in a sector you hadn't considered <vbg>.

uf
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