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

To: LindyBill who wrote (3149)	6/25/1999 1:10:00 PM
From: Sommers	Read Replies (2) \| Respond to of 54805

To be sure, Q is in a much different situation than SAP was. Thank goodness Q wasn't added to the S&P this week. I hate hype. There are no million dollar beach parties planned (just a run through snake invested hills), and while I never dreamed ERP was about to free fall, I believe Q to have even greater upside potential from here than SAP had 12 months ago. Wireless will explode. Q's products are compelling. As you know, I took a 43% hit on SAP last year. Let's keep looking at this one carefully. This is no Luv-in... I just want as many shares as I can stuff in my trunk before earnings are released. Only time will tell. BTW, I assume you'll let us know if you decide to shift 40 CSCO, 40 MSFT, 20 Q...;) S.