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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: LindyBill who wrote (1293)4/14/1999 5:55:00 PM
From: Uncle Frank  Read Replies (2) of 54805
 
Don't feel like the Lone Ranger, Bill; the G&K Index is off over 4.4% today (http://www.techstocks.com/~wsapi/investor/qport-4789377). We'll either get even or poorer tomorrow.

How's this for a thought: boxmakers are going out of favor bacaause they're shipping more puters at lower prices. Same with semiconductor companies - more units at lower asp. But why should Mr. Softee have gotten hit in the past few days? I don't see any reason, so I am now loaded to the teeth with may 87.5 calls. Let's see what happens.

Frank
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