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To: John F. who wrote (3282)5/15/2000 5:11:00 PM
From: DownSouth  Read Replies (1) | Respond to of 10934
 
No, John, I do not own VRTS and BRCD. I am familiar with the companies, but consider their markets to be royalty plays with frequent threats from their competitors and new technologies. FC switches, in particular, will be short lived, imo. But that's just my investment style. I am 100% Gorilla and King now and am glad I shed my more speculative holdings before the 'correction'. Not that I am happy with what has happened to my G/Ks, but it could have been much worse!