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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: DownSouth who wrote (774)3/18/1999 9:35:00 AM
From: Uncle Frank  Read Replies (1) of 54805
 
Thanks for the link, DownSouth. The broadband solution is certainly a driver in aol's advance. I hadn't thought of it, but another driver must be their new weighting in the s&p500 based on the nscp acquisition. Index funds will have to buy more aol as a result. I stumbled into aol at the end of November, and have a 132% return <vbg>.

On another issue, I understand Kumar has awarded cpq a giant downgrade. It may take the sector down strongly today.

Frank
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