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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (22187)	4/3/2000 9:50:00 PM
From: gdichaz	Read Replies (1) of 54805

Mike: You are quite right (as usual) in your surprise. The problem is in the assumptions and when these "projections" were made. The projections do not reflect realism on 2.5 IMO - specifically because the role of data is not adequately taken into account. For example, there is no indication that HDR is considered at all. Persumably the next set of projections will be more realistic. These are rough indications of a minimum, not what is likely to actually take place in the future in reality. Just IMO as always, or course. But based on a bit of analysis and thought. Best. Cha2

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