Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (2349)	5/31/1999 12:18:00 PM
From: JRH	Read Replies (2) of 54805

I bought LU just over a year ago as a simple hedge for my CSCO. The networking industry is huge and I think that the smartest way to go with convergence on its way is to have some of each. It was initially a small position but the stock has appreciated nearly 200%. Just for kicks, the other five small positions are in VAR, VSEA, VARI (I got the three when they split up VAR into three), SAP (teeny tiny position, sold most of it last October), and ABTL (my wild & crazy internut stock (which has been the worst performing stock I've ever owned ;).

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