SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : How high will Microsoft fly?
MSFT 474.91+0.6%11:24 AM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: DownSouth who wrote (14950)1/22/1999 6:00:00 PM
From: Uncle Frank  Read Replies (1) of 74651
 
DS, My portfolio is very similar in structure to yours and LindyBill's. I've been calling it a G&K portfolio, based on the Gorilla Game definitions of Gorillas and Kings. My primary holdings by value are dell, msft, csco, aol, and intc - plus an index fund for stability and cmgi for spice <g>. This should be a very interesting year to test the theory that "the market will always underestimate the earnings potential of Gorillas". So far it's proved out with intc and msft. Cisco is about to enter the batter's box, and dell is on deck in the cleanup position. Could be one heck of an inning <g>.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext