Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (1384)	4/21/1999 5:15:00 PM
From: LindyBill	Read Replies (1) of 54805

Every time I look at valuations of the Q, I'm always surprised that traditional valuations show it to be fairly valued or under valued despite its gorilla qualities. Well, it caught up a little today, Mike! We are looking at $7 earnings at least next year, and a Gorilla that should be selling at 70PE. I almost "cleaned out the locker" and put everything in it, but I did end up 66% QCOM, 21% CSCO, and 13% MSFT as of today. The way it is moving, it will probably rise to 75% of my portfolio shortly. I can't believe we are not going to get a run in CSCO. It is overdue to move, and did move some today. MSFT is stuck in low gear, as far as stock price is concerned, and I think it will stay stuck until the trial is over. This is the best day I have ever had. Up 21% on my portfolio over all!!!

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