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

To: pompsander who wrote (10128)11/11/1999 5:57:00 PM
From: Uncle Frank  Respond to of 54805
 
>> what is the current thinking on Broadcom? King Candidate?

I don't recollect the discussion, but brcm is included in the W&W Portfolio, so we obviously felt it was worth watching, pompsander. I see that it's in your portfolio, so that makes you the expert <g>. Why don't you present it, Gorilla hunter style.

uf



To: pompsander who wrote (10128)11/12/1999 3:52:00 AM
From: DownSouth  Respond to of 54805
 
Junkman <g>, BRCM may become a King. Right now, imo, it is in a broadband tornado with several others, particularly CNXT. I don't expect a Gorilla to come from the action. Both are stellar performers now, however, but hold lightly.


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