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Non-Tech : Disney(DIS) & Coca-cola(KO)

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To: Zoltan! who wrote (45)5/18/1997 1:17:00 PM
From: Patsy Collins   of 71
 
Duncan,

While DIS is on Morgan's list of 238 with 'sustainable competitive advantage', it's no longer one of their 40 best ideas anymore. Originally, back in the 10/25/96 list, DIS and KO were included. In the current 3/31/97 issue, DIS is removed. Time Warner replaced it as a more timely media concern. KO is still there, with Gillette added.

Patsy
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