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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Apollo who wrote (23804)4/28/2000 11:32:00 PM
From: Dinesh  Read Replies (1) of 54805
 
Stan:

Portfolio survey:

Old habit die hard - always sat on the back bench :-)


MSFT    19% 	
CSCO	12	
AMD	12	
QCOM	9	
CUBE	8	
CTXS	7	
CA	5	
LHSP	4	
INTC	4	
LU	4	
IFMX	3	
etc.	2	(ELON, TRW, GO)
cash	13


Breakdown is approx. 80% Equities, 20% LEAPS & Options.
The percentages have been changing pretty rapidly lately.

Which of these stocks will double over next 12 months - I
don't know, and I doubt if any will. I believe a lot of
market froth has yet to subside. If any does double, well,
I hope it is MSFT ::-)

CUBE is my GMST swap candidate, depending on how bandwidth
rollout goes. For CTXS I can thank Mike Buckley :-)

Thanks for taking the time to conduct the survey.
-Dinesh
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