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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (50883)4/2/2002 9:44:41 PM
From: LLCF  Read Replies (1) of 54805
 
UF, bought some GMST today and look for weakness to add [probably won't get it??]...also have bought some CREE...

btw, did anyone catch SUNW's Mcneely [class of SV IMO] interview a while back where he talked about his stock price near the highs [10X revs] being simply unsustainable??? And listed reasons? I bring this up because it seems MSFT has similar valuations [yea I know it's a Gorilla.... BUT...].

Anyone see any techs that they think are just silly cheap?

Anyway.... keep up the great work...

DAK
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