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

To: DownSouth who wrote (11147)	11/25/1999 10:35:00 AM
From: Len	Read Replies (1) \| Respond to of 54805

Downsouth, Given the fact that you are the resident ecpert on NTAP and NAS in general I am amazed that you have such a small holding in the stock. Somehow, I see it increasing its position in your portfolio if you never buy another share. Do you remain as positive after seeing such growth over the psat few weeks? Len

To: DownSouth who wrote (11147)	11/25/1999 10:45:00 AM
From: snoozlooze	Read Replies (1) \| Respond to of 54805

DS, are we related???? QCOM - 50.3% JDSU - 21.2 CSCO - 7.6 NTAP - 7.6 GMST - 7.2 CASH - 6.0 (CREE?) (not genetically, but maybe investmentically?) ;-] snooz

To: DownSouth who wrote (11147)	11/25/1999 11:26:00 AM
From: Todd Bishop	Read Replies (3) \| Respond to of 54805

I'm waiting until my copy of the manual arrives to decide whether and what to consolidate. I've been pretty happy with these choices in spite of the insight I've gotten from reading this thread for the last 8 months. Latest purchases have all been based on the great discussions here. Happy Thanksgiving ALL! CSCO 10.20% BVSN 8.90% BRCD 8.30% CMGI 7.90% EMC 7.40% QCOM 6.20% PG 6.20% FON 6.00% TXN 5.60% BRCM 5.60% WMT 4.80% SSTI 3.00% MOLX 2.40% IDC 2.30% AMAT 2.30% MFNX 2.20% RSAS 2.10% GMST 1.90% RMBS 1.70% PCTL 1.30% DELL 1.20% LUMM 1.00% QTRN 0.60% CYCH 0.60% Todd