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


To: Seeker of Truth who wrote (43345)6/9/2001 7:29:20 AM
From: LindyBill  Read Replies (1) | Respond to of 54805
 
I'm not sure that Vilar's recommendations should be paid any attention to at all

I never watch "Wall Street Week",, but I happened to punch up PBS just as Vilar was introduced. His market prediction for tech over the next 3 years is the same as our hopes, I think.

His main push is that "Internet" is in, and "client server" is out. He seems to be buying what we buy. I would love to see a rundown of his fund's portfolio.