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

To: Uncle Frank who wrote (725)	3/9/1999 1:28:00 AM
From: Mike Buckley	Respond to of 54805

The G&K Index was designed to hold current Gorillas and Kings and companies that were well on the way to becoming Gorillas or Kings. Frank, Thanks for the reminder. I also forgot that your G&K portfolio has a minimum market cap criterion of about $10 billion. That being the case, you've got my permission to leave EMC in your G&K portfolio. That will help your returns. The other good news for you is that Siebel, based on that criterion, will have to be moved from Justin's portfolio to yours this time next year. :) --Mike Buckley P. S. What did your new friends at work think of Elmer Fudd? Don't let them bully you around. Keep those peanut butter and jelly sandwiches for yourself.

To: Uncle Frank who wrote (725)	3/9/1999 1:52:00 AM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

and I think cpq's upcoming earnings report will verify that a palace uprising is in progress. Frank, You're overlooking that Compaq will be shipping their computers with Siebel Sales on them. That's competition even your beloved Dell can't overcome. :) The rumor is that Compaq will also be shipping a free lunch pail with every computer and that the pail will have Thomas Siebel's picture on the side. Siebel wanted his picture on the computer but even Compaq has their limits. --Mike Buckley