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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: DownSouth who wrote (781)3/19/1999 2:47:00 AM
From: Uncle Frank  Read Replies (1) of 54805
 
>>Hate them boxmakers.

This year has certainly been a bumpy road for the sector. My best returns so far have been on puts (hwp and cpq). I have hopes for dell, though. I think there is more to their deal with IBM than meets the eye, and when it is announced, we will see a surge in their price.

Frank
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