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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: chaz who wrote (47162)	9/27/2001 9:30:50 AM
From: Judith Williams	Read Replies (3) of 54805

Chaz-- GG versus capital preservation I thought--until the last year and a half--that these two were synonymous. Although tech has been sent to the woodshed but good, there is an underlying notion on the thread that technology may be cyclical, but it is core to our financial strength and future development. We now face a "terror tax" stretching indeterminately into the future. Any thoughts on its implications for the "cycle," recovery, or growth patterns? Judith

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