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


To: Teflon who wrote (778)3/19/1999 12:43:00 AM
From: DownSouth  Respond to of 54805
 
Tef, I agree, but Mr. Market doesn't, right now. I am not taking any positions in DSL stocks, but I have put together an interesting basket of broadband equities: ATHM, UNPH, BRCM. I am not trying to pick up a few CNXT. (I have a larger position in PMCS that has been doing very nicely since August.)

I am definitely taking some risks, but not with much money. It feels like the classic Tornado play, but my insight is not to good on this set of plays. What better way to learn?