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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: LindyBill who wrote (143)2/19/1999 4:50:00 PM
From: Teflon  Read Replies (2) of 54805
 
LindyBill, re:ATHM

Careful on the classification of ATHM as a small cap. Not only does it have a mkt cap of ~ $13B, but with AT&T as it's biggest shareholder going forward I would argue its a Gorilla in a monkey suit.

For the record, I added to my long position today in ATHM. Please do not attack me next time the stock trades under ~ $98/share. Judge me in 2-4 years.

Thanks,
Teflon
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