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

To: Uncle Frank who wrote (36477)	12/12/2000 1:17:22 PM
From: Apollo	Respond to of 54805

List of Widely Held companies in G&K Survey, > or equal to 10%: qcom 90% Ntap 73% CASH 66% GMST 63% JDSU 60% SEBL 48% CSCO 46% CREE 44% EMC 36% SNDK 28% INTC 25% WIND 25% RMBS 21% SUNW 16% ORCL 15% SDLI 13% ITWO 13% ELON 12% MSFT 11% JNPR 10% BRCM 10% BRCD 10% Apollo

To: Uncle Frank who wrote (36477)	12/12/2000 1:42:14 PM
From: Eric L	Respond to of 54805

<< Great job, Sir Apollo. >> APPLAUSE! BRAVO! << constructing the 2001 Gorilla and King Index. This year as last, I suggest we employ an approach to constructing the GKI ... >> In total agreement with your 4 point approach. All 4 points. - Eric -