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

To: LindyBill who wrote (3799)	7/15/1999 10:40:00 AM
From: Uncle Frank	Read Replies (3) \| Respond to of 54805

Isn't it great that you're in a position to help your son get his house? My wife and I worry about our kids won't be able to live in this part of the country when they settle down. Maybe Q can help solve this. I sold both of my internet positions this morning and have loaded up on Q. I couldn't resist following the lead of the most successful MoMo player I know <vbg>. The New York Times article opened my eyes, and allayed any remaining doubts I had. Frank

To: LindyBill who wrote (3799)	7/15/1999 11:00:00 AM
From: rel4490	Read Replies (2) \| Respond to of 54805

LindyBill, I like your style. Over the last several months, you have encouraged me to trim down my semi diversified tech portfolio to a more concentrated few. I sold my CSCO and moved all the proceeds to QCOM and RMBS. Q is now my no 1 holding and RMBS is rapidly moving up on the charts. I did keep LU( a king not a gorilla, I know). But each of those stocks has outperformed CSCO since my sale.