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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Dealer who wrote (58733)	7/17/2003 11:50:05 PM
From: Uncle Frank	Respond to of 65232

The post few months have been a nice period to ignore the market, and let the battered old portfolio grow. All the nonsense about the old leaders not re-emerging has proven to be moosehockey. Well run companies with sustainable competitive advantages will always be popular in good markets. The only disappointment in the Gorilla & King Index has been Siebel, and I'm seriously questioning whether they meet both of those criteria. I've been involved with other things for the last few months, including Project Hummer. Here's the Grand Finale, and I hope you Porchers enjoy it. pbase.com uf