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


To: Apollo who wrote (12171)12/6/1999 1:00:00 PM
From: Sam Johnson  Read Replies (1) | Respond to of 54805
 
Stan,

Yes, it was ARMHY I was referring to. I see they're on the watch and wait portfolio. Does anyone remember what the consensus on them was?

As for Global Crossing, I'll give them a harder look. I've been interested in them since hearing how high Gilder is on them. I haven't read his report on them (could someone get tekboy to post it?)

Sam