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

To: gdichaz who wrote (8458)	10/18/1999 5:41:00 PM
From: James Sinclair	Respond to of 54805

Citrix reported earnings after the bell today. Beat estimates by a penny. Quarterly net revenues up 56% over prior year; YTD net revenues up 65%. www3.techstocks.com

To: gdichaz who wrote (8458)	10/18/1999 5:43:00 PM
From: uel_Dave	Read Replies (3) \| Respond to of 54805

Cha2, I had to copy and paste the URL into the Address for IE5 to get it to work; and then it prompted me for my user ID and password to review your portfolio in the old SI. There must be a better way in the new SI. Thanks, David

To: gdichaz who wrote (8458)	10/18/1999 6:17:00 PM
From: StockHawk	Respond to of 54805

Cha2, I own shares in each of those 3. I find SFE to be a very interesting stock. It is not a G&K candidate, but I think a few of us on this thread follow it and it seems a fine pick for three reasons: On the one hand they are a value stock. Their holdings in public companies is just about equal to their share price. In this respect they trade like a closed-end mutual fund with a discount, while their pier group, such as CMGI, trade for several times the value of their holdings. On the other hand they are a high-flying incubator: Safeguard receives up to about 6,000 business plans annually. To help choose the 10 to 20 investments the company makes each year, Mr. Musser and his team focus on three "practice areas": business-to-business Internet commerce firms, corporate software and services, and network infrastructure. (Quote taken from 10/14 WSJ see ragingbull.com ) And on the third hand they allow shareholders to get in on the "ground floor" of "hot" IPO's. The recent gem being ICGE and the next up being Pac-West Telecomm (which provides telcommunications services in several western states) StockHawk