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

To: Juliet who wrote (30932)	9/2/2000 11:23:22 AM
From: Juliet	Read Replies (3) \| Respond to of 54805

Nice Little G/K-ish Fund: For those so inclined... Red Oak Technology Select Fund. Don't remember this being posted. Sort of a nice little basket with familiar pebbles-and some spicy JNPR et al as recently discussed. oakassociates.com as of 6/30/00: Newport (NEWP) 6.24% Broadcom Corp. (BRCM) 5.73% Juniper (JNPR) 5.70% Brocade Comm. (BRCD) 5.22% Ciena (CIEN) 4.98% JDS Uniphase (JDSU) 4.93% Cisco Systems (CSCO) 4.87% Network Appliance (NTAP) 4.57% Applied Materials (AMAT) 4.54% PMC-Sierra (PMCS) 4.47% EMC Corp. (EMC) 4.45% Triquint (TQNT) 4.30% Semtech (SMTC) 3.99% Sun Microsystems (SUNW) 3.99% SDL Inc. (SDLI) 3.91% Foundry Networks (FDRY) 3.87% Maxim Integrated Products (MXIM) 3.84% Novellus (NVLS) 3.78% Exodus (EXDS) 3.59% Sycamore (SCMR) 3.52% Digital Microwave (DMIC) 3.24% Intel (INTC) 3.23% JNI Corp. (JNIC) 1.54%