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


To: LindyBill who wrote (27145)7/1/2000 6:07:30 AM
From: JDN  Respond to of 54805
 
Dear Lindy: Looks like SBX got to you. haha. Listen, I dont remember seeing any storage stocks in your portfolio, like NTAP or EMC? Any reason? Like you I am perfectly happy to make 20-30% growth a year in techs (although I realize that even that modest expectation is considered extravagant). Storage is growing so rapidly that even at their high multiples I would think those companies will easily bring in those kinds of returns?? JDN