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

To: JRH who wrote (656)	3/4/1999 7:32:00 PM
From: JRH	Read Replies (1) \| Respond to of 54805

Gorilla & King Watch & Wait portfolio update: The portfolio today rose 1.2% on strength from RNWK (up +6%) and SEBL (up +4%), among others. BRCM slipped 5.5% today on investor's fears that the stock may be ahead of itself (go figure!). Personally, I think that BRCM is coming down to more reasonable levels and may be quite attractive as a long term play in the event of a market downturn, which will inevitability take BRCM down with it. Does anybody have any comments on INTC's purchase of Level One? If I am correct, isn't Level One a competitor of BRCM's? Food for thought.... Justin Herr Chartmeister: Gorilla & King Watch & Wait techstocks.com