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


To: LindyBill who wrote (3143)6/25/1999 1:08:00 PM
From: Nichols  Respond to of 54805
 
CSCO my largest holding, by far, EMC my 2nd, then QCOM (just jumped into it last week). Not looking to increase my position in CSCO or EMC, right now. Also own LU,INTC,MSFT,WCOM,SUNW,CMGI,AOLCMVT,TLAB,NTAP(new,partly thanks to this thread). I guess my questions was that since I want to stick with tech/telecomm, which Gorilla would have the upside growth potential, but possibly without lower downside risk? All opinions and thoughts are welcome.