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

To: Uncle Frank who wrote (364)	2/23/1999 3:57:00 AM
From: LindyBill	Read Replies (1) \| Respond to of 54805

Frank, Why the Derivatives?

To: Uncle Frank who wrote (364)	2/23/1999 4:04:00 AM
From: stockman_scott	Read Replies (1) \| Respond to of 54805

Frank: With the choices (of Gorillas) you have outlined: I would add to your DELL and AOL holdings...IMHO, they hold the greatest promise (for a SUPERIOR RETURN) in the next 3-5 years. Lighten up on MSFT -- Mr. Softie may have a new round of lawsuits to deal with....too many uncertainties.... INTC....not a bad company at all..but it is in a cyclical field and it is about ready to endure a long government trial. Bet bigtime on your BEST prospects. That is what the Janus 20 Fund Manager has done. His total return last year was 73% -- not bad considering he was managing a $16 Billion large cap growth fund. His largest holdings are in AOL and DELL.....I will also admit he likes other Gorillas (like MSFT and CSCO). Good Luck with your decisions. Regards, Scott