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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: DownSouth who wrote (14950)	1/22/1999 11:32:00 AM
From: LindyBill	Read Replies (1) \| Respond to of 74651

Interesting South, we are all in the same stocks. Instead of CPQ and NTAP, I am Dell and AOL. I thought we would be down big time today, but it looks like it is coming back.

To: DownSouth who wrote (14950)	1/22/1999 6:00:00 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 74651

DS, My portfolio is very similar in structure to yours and LindyBill's. I've been calling it a G&K portfolio, based on the Gorilla Game definitions of Gorillas and Kings. My primary holdings by value are dell, msft, csco, aol, and intc - plus an index fund for stability and cmgi for spice <g>. This should be a very interesting year to test the theory that "the market will always underestimate the earnings potential of Gorillas". So far it's proved out with intc and msft. Cisco is about to enter the batter's box, and dell is on deck in the cleanup position. Could be one heck of an inning <g>.