Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: gdichaz who wrote (912)	4/1/1999 1:49:00 AM
From: Daiju Kohno	Read Replies (2) of 54805

I'm not so sure the old gorillas are getting grey. Maybe stronger 'cuz I'm sure feeling their punch, in my portfolio, that is. From largest to smallest position, I have DELL,MSFT,AOL,WCOM,RNWK,QWST. Some of my bigger positions might be called 'old gorillas' but they've helped me gain 45% YTD! Hey Uncle Frank, DELL's my #1 position, but I'm thinking of selling some to raise cash for an eventual QCOM purchase when it dips (all this excitement on QCOM has got me thinking about wireless). As a loyal Dellhead, what do you think <g> Daiju

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