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

To: Uncle Frank who wrote (4)2/15/1999 2:30:00 AM
From: LindyBill  Respond to of 54805
 
Sorry, Frank, Dell is a King. That is why I was so quick to sell friday when the bad news hit. I will come back with my definitions later. You don't have to accept my definitions, but at least you will understand how I distingish between them.



To: Uncle Frank who wrote (4)2/15/1999 5:17:00 AM
From: Peter Greenhill  Read Replies (2) | Respond to of 54805
 
Frank:My tech portfolio is similar to yours MSFT CSCO DELL CMGI

I am holding on to CMGI come what may as I believe it will continue to perform well long term. I agree tomorrow is a key day for holders of tech stocks. If Dell figures disappoint then it will be bloody for us all. However as there hasn't been a profits warning I suspect (hope!) that the figures will be good and the market will rebound on Wednesday after a weak day Tuesday.

Cheers



To: Uncle Frank who wrote (4)2/15/1999 9:18:00 AM
From: tommy gunn  Read Replies (2) | Respond to of 54805
 
Unc,
Good idea starting this thread! Ya know, one of the reasons the other box makers are gaining on DELL is that they make systems for under $1,500. DELL has no systems under $1,500.......YET!
Iv'e booked market this area!
thanks,
tg

Ps; To give you an idea of my stable, AMAT, AOL, ASND ATHM, BMCS, BOOL, CSCO, DELL, EMC, HD, HDI, INTC, LCOS, LU, MSFT, MSPG, NSOL, ORCL, SEIC, TLAB, WCOM
.


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