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

To: Tony Viola who wrote (1153)	4/6/1999 7:39:00 PM
From: davidm	Read Replies (2) \| Respond to of 54805

I need help figuring out UNPH. I have nine stocks in my IRA portfolio (hell, almost a mutual fund) and need some insight into UNPH. From what I have read, they provide the WDM equipment components for the manufacturers like Lucent providing equipment to the telco's, LECs, CLECs, etc, etc. Why is UNPH such a "hot" stock? Why would I want to consider adding it to my existing stable? Finally, in your opinion, if you had to drop one of the following for UNPH, which would you drop? Keep in mind that this portfolio has returned approximately 40% YTD. America Online (165 shares) Cisco (225) Dell (200) EMC (175) Lucent (200) Tellabs (100) MCI Worldcom (100) Veritas Software (100) Qualcomm (75) I look forward to reading everyone's suggestion. Thanks for your insight and consideration.

To: Tony Viola who wrote (1153)	4/6/1999 7:41:00 PM
From: Uncle Frank	Respond to of 54805

Good graph, Tony. It kind of explains why anyone would want to buy volatile stocks; big dips, but big gains in return. I was talking about a Gorilla or King's performance relative to the other players in their sector, not to a low beta index. Check the graph at techstocks.com and see how csco did during the October correction versus its peers. I agree that we will manufacture a problem for y2k. I intend to have a good cash position by then so I can buy calls on the bargains that will be available at the bottom. If the world survives, I will get rich; if the world doesn't survive, it doesn't really matter what I do <g>. At least that's today's plan. Frank