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

To: Nichols who wrote (3141)	6/25/1999 12:03:00 PM
From: LindyBill	Read Replies (1) \| Respond to of 54805

Any thoughts? Looks like you don't own any Qualcomm!

To: Nichols who wrote (3141)	6/25/1999 12:09:00 PM
From: Tony Viola	Respond to of 54805

Allen, Re: " I currently own alittle IBM, thinking of increasing to take advantage of growth, while being somewhat less volatile than the EMC/ATHM//CSCO's out there. Any thoughts?" First, I'd say there's quite a difference between ATHM and EMC/CSCO! If you're asking for an opinion on IBM, I'd personally go for more EMC or Cisco first, myself. I have a lot more confidence in their growing the top line than I do in IBM. Also, I think EMC and Cisco have done more basing, if you can call it that, in the last 3 months. Bottom line, I guess I'd buy IBM on a pullback, but the other two right now. Tony