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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (830)3/25/1999 5:21:00 PM
From: LindyBill  Read Replies (1) of 54805
 
God! What a day, Frank. That MSFT jump, combined with the Cisco and AOL move, gave me a 4.5% day.

In our portfolio comparisons, I am now up 29.5% year to date. Looks like my projected double for the year is possible.

You have got to get over your Dell hangup, and move on, Frank. Dell will do well, but the market is going to adjust its price for the lower expectations now, and we will never see the doubling there again that we got used to.

I am thinking about moving some money into ATHM, and possibly some other "branchs", type companys.
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