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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: JRH who wrote (1463)4/24/1999 7:12:00 PM
From: Mike Buckley  Read Replies (2) of 54805
 
We are waiting for the inevitable internut-stock meltdown, where stock prices are somewhat in line with their "proper" values. At that point, my W&W portfolio will become famished and the Index itself will still be strong.

I'm not sure about that, Justin. If there is a true Internet meltdown even the gorillas on Frank's list will suffer considerably on a short-term basis. As an example, though Cisco has done extremely well it has suffered two 40% drops in the last five if not several years.

--Mike Buckley
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