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

To: Apollo who wrote (11044)	11/28/1999 11:20:00 PM
From: Tom Ardnij	Read Replies (2) \| Respond to of 54805

Stan, With regard to JDSU. It has just become my second biggest position at roughly 17%. It just passed QCOM based on superior results this month. I like the percentage that it represents of my portfolio. I expect it will grow organically as it out performs some other older gorilla, godzilla and king positions. One observation that I would make is that those companies like CSCO, JDSU and QCOM that are making the enabling technologies for telecommunications, are substantially outperforming the older gorillas from the microcomputer era. I have been trimming my positions in the microcomputer gorillas,(MSFT, INTC} in favor of infrastructure companies more closely associated with networking and bandwidth. Toward that end, I'll be building an NTAP position to take advantage of their role as a disruptive storage technology that is ascendant. Their business certainly is key to the application servers that we will increasingly be seeing. Best Regards, Tom