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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (2243)	5/26/1999 8:23:00 PM
From: Tom Ardnij	Read Replies (1) of 54805

I agree with you Uncle Frank. The focus and power of MSFT is earnings growth. I think that the business cycle beginning next month with Office 2000 and followed up by Win2000 in the fall will prove to be the largest earnings growth cycle in it's history. I am tracking money flow, MACD and Stochastics on Metastock 6.0. The last several days appear to be a definitive basing. Money is moving into MSFT now. I believe that the big players know perfectly well that they will see record increases in earnings in this cycle beginning with June. The opportunity to invest in new technologies as the company generates $2 billion per quarter in new cash is incredible. At the end of the day it's the proven ability to get a return on that investment that powers MSFT along. By the way, I'm long MSFT, CSCO, AOL, EMC, SUNW, WCOM, and ATHM. The first three companies are 60% of my portfolio. Certainly MSFT, and CSCO qualify as gorillas. I think there is a good argument for EMC and SUNW as Kings in their respective arenas. WCOM and ATHM are bandwidth plays. AOL has been fun to own. I see each as long term investments, but would bail if I thought they were becoming dead money. Best Regards, Tom

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