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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (3)2/15/1999 2:17:00 AM
From: Uncle Frank  Read Replies (3) of 54805
 
Mike Kucera makes some very good points that Dell should be considered a Gorilla (https://www.siliconinvestor.com/readmsg.aspx?msgid=7831264). I hope he is correct, as Gorillas always exceed analysts' expectations, and I'm up to my butt in dell stock and options. My current allocations are:

dell: 50%
msft: 17%
csco: 13%
aol: 7%
other (inc. cash): 13%

Tuesday will be a pivotal day for my portfolio/future.

Casino opens 1d 7h 17m
Frank
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