Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (926)	4/1/1999 4:51:00 PM
From: LindyBill	Read Replies (3) of 54805

I moved 8.5% of my portfolio out of softy and into QCOM yesterday, and am up 13.5% on it already. I see QCOM at 250 by this summer. It is the hottest major (not dot.com)tech stock around, and the first major "Gorilla" to emerge since Moore's Book, "The Gorilla Game" came out. Softy is still 48% of my holdings, and I am going to reduce that to 25% next week. That gives me about 2 to 4 buys to make, depending on the size, I am thinking ATHM, Yahoo, possibly SFE. ABOV is too scary, I think it is a short squeeze that will drop. I would like some opinions on some other "nets". Got any hot tips, you "silver-tongued devils"? LindyBill

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