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

To: LindyBill who wrote (349)	2/22/1999 11:02:00 PM
From: Teflon	Respond to of 54805

LindyBill, re:CSCO I agree with you on today's snapshot of the internet backbone infrastructure. Where I am uncertain, however, is looking forward a couple of years. I am convinced that the one thing that is certain is that nothing is certain when it comes to technology. If you were to talk to any of the senior folks over at LU, you would find a group that is not convinced that today's internet backbone structure is going to be the necessary format of tomorrow. And LU is developing proprietary technology that could be the building blocks of potential networks of tomorrow. Don't underestimate the markets desire to find alternatives to todays overburdened internet highway system. Thanks, Teflon

To: LindyBill who wrote (349)	2/23/1999 3:03:00 AM
From: Uncle Frank	Read Replies (2) \| Respond to of 54805

No need for privacy that I've found, Bill. This is as sane a group of people as you could want. I am hoping this thread will become a roundtable where we can discuss positions and allocations, plus look at a few promising newcomers. If you don't discuss numbers, what's the harm? In my own case, I've been looking at my allocation with respect to volatility. It's been a real roller coaster ride this year, and I'm way down from my highs. But if you examine the return rates, allocation hasn't been the issue: ytd % allocation % aol 15.3 7 csco 7.1 17 dell 14.4 43 msft 5.5 17 intc 10.0 0 derivatives 0.5 4 G&K Index 13.3 0 However, I think I should rebalance about now. I sold some dell calls this afternoon to reduce the impact of dell's volatility. That will give me time to evaluate additions. I'm leaning towards emc and intc or emc and more msft. Opinions welcomed Frank