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

To: Uncle Frank who wrote (10742)	11/20/1999 10:49:00 AM
From: Eric L	Respond to of 54805

Frank (holders of Q) Have you seen the "QCOM: A Positive Case For Motorola or Nokia" report on the prospective sale of the handset division from Salomon Smith Barney at: smithbarneyresearch.com Above site may require (free registration). Sorry if this reference previously posted here - Eric -

To: Uncle Frank who wrote (10742)	11/20/1999 11:20:00 AM
From: Eric L	Read Replies (1) \| Respond to of 54805

<< My own trifecta is qcom, gmst and ntap >> Mine is qcom, gmst, and jdsu. 3 out of 10 is not too shabby. Actually, has the QCOM split date been actually determined? Looking forward optimistically (perhaps overly so) to csco, emc, & wind in early 2K - Eric -

To: Uncle Frank who wrote (10742)	11/20/1999 1:13:00 PM
From: William	Read Replies (1) \| Respond to of 54805

The QCOM, JDSU, GMST contingent also thinks December is a fine month. William

To: Uncle Frank who wrote (10742)	11/21/1999 1:03:00 PM
From: Apollo	Read Replies (4) \| Respond to of 54805

Care to share your list of holdings? With pleasure King Arthur. Not as impressive as some, light years ahead of where we were 2 years ago. Now: Exodus B2B .6% EMC Storage 3.8% Gemstar IPGs 3.4% INTC CPUs 10.1% LU Telecom. 9.5% QCOM Wireless 72.6% 2 years ago: Scudder Latin America Scudder Massachusetts Tax-Free Municipal bonds Janus Worldwide Intel Ascend Thermotrex Apache Oil Medtronics Majority of money in mutual funds at the time... So, you be the judge<g>. Haven't been thru the thread this weekend yet, but would enjoy seeing other portfolios. Apollo