Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: chaz who wrote (707)	3/7/1999 10:15:00 PM
From: Mike Buckley	Read Replies (2) of 54805

Chaz, One stock that is in the process of being added to the W&W portfolio is Citrix. Also, I'm not convinced EMC should be in the G&K portfolio yet. My thinking is that it probably should be moved to the W&W portfolio. Justin, You might want to add ITWO and PSFT to the W&W portfolio also. I realize that PSFT has fallen on hard times recently but they aren't out of the running in HR software. ITWO and Manugistics have been erratic lately but I still think ITWO will do well in supply chain software. --Mike Buckley

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