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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: LindyBill who wrote (36701)12/17/2000 6:47:19 AM
From: Apollo  Read Replies (1) of 54805
 
Lindy:

BRCD 15%
EMC 6.5%
INTC 6%
NTAP 18%
QCOM 22%
SDLI 14%
SEBL 13.5%
SUNW 6%
the rest is 1/3 cash.


I think that's a terrific portfolio. I see you're 45% Storage. I like the STorage allocation, and I like the cash. Good luck.

Apollo
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