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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: John Madarasz who wrote (2264)5/27/1999 9:29:00 AM
From: Uncle Frank  Read Replies (3) of 54805
 
John, welcome to the thread. I see that you hold several of our focus companies (cmgi, emc, sunw) in your portfolio, so you're positioned to make immediate contributions to the discussions. Point in case: we've been discussing the merits of sfe vs. cmgi for the past week.

Click on my profile to get links to some background info on the thread's lingo, and you'll be up to speed in 10 minutes.

Frank
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