Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who started this subject	12/18/2000 2:37:32 PM
From: Apollo	Read Replies (5) of 54805

Justin's Watch & Wait Portfolio.......time to revise Open question to the thread; is it time to revise the W & W Portfolio? Last year, I think Justin added to the list, but I don't recall if any were deleted. Looking thru the list, there are some that we don't spend hardly any time on, and in which very few in the Portfolio Survey were actually invested. Examples: ARMHY, PSFT, OPWV, RNWK, CTXS, Should these be deleted? Should any be added? Brocade? SDLI? GLW? Avanax? Juniper, RBAK? Apollo

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