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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: mariner who wrote (1694)	5/5/1999 12:46:00 PM
From: Uncle Frank	Read Replies (1) of 54805

Mariner, congratulations on buying the basic textbook. If you look at the front cover (which I can't right now) it says something like - a guide to investing in high technology. IMO the factors it is based on don't exist outside the tech sector. Personally I'm not going to touch csco until I see their earnings next week. There is great potential for upside surprise in revenues based on what I have seen and heard. I'll make up my mind on aol after today's shareholders meeting. And I'm looking for a run up on dell (market conditions allowing) before their report on 5/18. I don't think there's a need to rush into Q; the time to do that was before their earnings report. Frank

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