Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Justin C who wrote (34225)	11/2/2000 7:43:20 PM
From: DownSouth	Read Replies (2) of 54805

portfolio rebalancing My NTAP and JDSU holdings, even with their recent suffering, have gotten a bit heavy. I am hoping that Q will counterweight those holdings and rebalance my portfolio. <g> Seriously, I am looking at a company that has been discussed here a few times that I have never owned. I may peel a few bucks off of NTAP and JDSU to put into that stock. I attended at 4 hour product demo for that company's product today and am very impressed by their value chain, market place, and barriers to entry. More later.

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