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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: waverider who wrote (2866)	6/21/1999 8:19:00 AM
From: DownSouth	Read Replies (1) \| Respond to of 54805

$4/share within the next 12 months is a snap. Jacobs and the CFO have said as much. 129/4 = 32 PE. Checked out recent growth rates? I expect .82 pro forma in July. Please tell me what you mean by $4/share. I am financially challenged <g>.

To: waverider who wrote (2866)	6/21/1999 4:05:00 PM
From: DownSouth	Read Replies (1) \| Respond to of 54805

Diamond, I just made some major adjustments to my portfolio: Sold MRK, PFE, AOL, LU (my laggards) Bought more: QCOM, RMBS, CNXT (my winners) Didn't touch: MSFT, CSCO, PMCS, UNPH, WCOM, EMC, NTAP, WCOM Feel good about reducing my number of holdings. Feel that getting out of internet stocks (AOL my last to go) is good. Feel good about dumping my drug stocks. Feel real good about increasing my position in some of my leaders. Wondering what to do with my INTC. Feel motivated by LindyBill.