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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (22053)	4/2/2000 8:38:00 PM
From: JohnG	Read Replies (1) of 54805

Franq--Random thoughts. I note your rededication to GG after Fri's fall. Although, I am sure it was disconcerting to you and Uncle West to see CREE drop 42% off its high, I would comment that this does present a good entry point. Right now JDSU is IMHO way overvalued and QCOM is still a hell of a bargain capable of supporting 180 to 200 today. CTXS appears to me to be somewhat undervalued like CREE. JohnG

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