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

To: Uncle Frank who wrote (4411)	7/31/1999 3:34:00 AM
From: LindyBill	Read Replies (3) \| Respond to of 54805

You know, Uncle Frank and Mike keep accusing me of being able to get out of stocks at the right time. I poo-poo them, but I sold my Cisco and the few remaining shares of softy on Aug 15th. Take a look at the three of them over the last 20 days. 127.0.0.1:3456/SI/~wsapi/investor/chart?s=qcom+msft+csco&pts=20&span=Days I made the move to be all Q, but the timing was sure right!

To: Uncle Frank who wrote (4411)	7/31/1999 10:18:00 AM
From: Mike Buckley	Read Replies (2) \| Respond to of 54805

Frank, I will always be fascinated with anyone who has a new perspective on gorilla gaming, whether it's pro or con. Please do invite your guest to join us. Tell him/her that we're the polite sort that will appreciate opposing points of view. As for gorillas simply tracking the tech indexes, could you do me a huge favor? I'd appreciate it if you would create a five-year chart comparing Intel with the Naz. Also, do a one- or two-year comparison of Cisco with the Naz. I could be wrong, but I think you'll see some significant divergence. You're quick at it and I'm spending a lot of time getting my monthly front office report ready for everyone. This definitely has the makings of an interesting weekend! --Mike Buckley