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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Uncle Frank who wrote (483)2/25/1999 7:18:00 PM
From: stockman_scott  Read Replies (2) of 54805
 
Frank: In light of the government intentions I would lighten up on INTC and MSFT. In exchange buy more DELL -- it is an emerging e-commerce "Gorilla" and has no monopoly isssues to deal with. DELL is also growing faster than the "traditional Gorillas."

This is just my opinion and I could be a little biased when it comes to DELL!!!!

Regards,

Scott
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