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

To: Uncle Frank who wrote (935)	4/2/1999 1:44:00 AM
From: JRH	Read Replies (2) \| Respond to of 54805

Wow, what a day for the Gorilla & King Watch & Wait portfolio! It is up 7.68% today alone! Strong performers were RNWK (up 29%, slightly skewing the rest of the numbers ;o) , QCOM (the highly regarded gorilla potential), and NTAP (up 11.60%). We are up 60% since 1/4/99!! Justin Herr Chartmeister, G&K W&W techstocks.com

To: Uncle Frank who wrote (935)	4/2/1999 7:25:00 AM
From: John Carragher	Read Replies (2) \| Respond to of 54805

Thanks for the compliment but doubt I could come close to LindyBill! In December I dumped adct,qcom,qwst but overall since I went into emc and aol it worked out well. Sold natp and nokia and some tlab on Thursday thinking the mrkt may drop over the weekend. Now need to put it back to work. I usually never trade but these stocks are getting high. <g> for example cmgi every time I go to buy, it jumps. Yesterday, I looked at rnwk up 11, didn't buy, closed up 35. It takes some adjustment to pull the trigger on these stocks. I guess I am still in recovery.... I find it real difficult to go back into qcom with the tremendous runup. Now thinking about going back to some DELL and perhaps a good time to add to msft. aol,emc, csco, sunw, tlab are 65% of portfolio so toooo scccaaared to add to them....(except tlab). I am having a difficult time being at ease with the high ratios. Need to have an attitude adjustment. <g> This thread is great therapy. One last thing those folks on qcom thread know their business. I could never understand half the posts. <g> Everybody have a nice long weekend... John