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


To: Brian Sullivan who wrote (43637)6/18/2001 10:59:50 PM
From: straight life  Respond to of 54805
 
From the when they fall they fall with a thud file:

In re: "Don't Judge a Fund by the Book
Clayton Christensen... launched a mutual fund last year...

...The $3.8 million Disruptive Growth Fund, which Christensen co-managed with St. Louis brokerage owner Neil Eisner, held 45 stocks, with Broadcom, Digex, and EMC among the largest holdings."


I'm sure I recall Christensen writing (or being written about in some article, more like) that NTAP (sigh) was disrupting EMC...