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


To: Nichols who wrote (2999)6/23/1999 1:27:00 PM
From: LindyBill  Read Replies (1) | Respond to of 54805
 
If you sell these gorilla's, you are betting against them

I didn't make myself clear, Allen. The question is, how much of each? For instance, I am 20% Cisco right now, and no softy. I will buy back into Microsoft soon. But, how much? which one would you favor?

Without the DOJ, a no-brainer. Go softy! Lower PE lower growth so far this year.