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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Apollo who wrote (23399)4/25/2000 2:05:00 PM
From: carolm  Read Replies (1) of 54805
 
Portfolio:
QCOM 24%
JDSU 12%
CSCO 10%
ORCL 7.8%
SUNW 6.3%
CREE 5.3%
SEBL 4%
TXN 4%
WIND, AMAT, AMCC, ELON, EMC, NTAP, NT, 2-3%
ITWO, BVSN, CMGI, GMST, GSTRF, INTC, NXTL <2%

Most likely to double: QCOM, JDSU, and CREE

Thank you all for your insights, discussion, research, and level headed approach. I have weathered the current downturn with a clearheadedness that I have lacked, and regretted, in the past. I will contribute to the discussion when I have something valuable to add.

Thanks again,

carolm
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