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

To: davidm who wrote (1155)	4/6/1999 8:59:00 PM
From: DaveMG	Respond to of 54805

George Gilder is a big UNPH fan. He also happens to be where I first heard about QCOM. His newsletter is well worth the price of admission. You can read the archived editions for free. There's also a Gilder thread on SI where the man himself even appears.. gildertech.com

To: davidm who wrote (1155)	4/7/1999 12:06:00 AM
From: DlphcOracl	Respond to of 54805

My first choice for a stock to drop would be Veritas Software. All of the software stocks are doing poorly (BMC Software, Compuware, Oracle, etc.) and they are far more dominant than Veritas. As the year proceeds, I think the Y2K problem will continue to deflect money away from the software sector. My second choice would be Tellabs. Without Ciena, they are a big player in an area which is rapidly becoming dated and irrelevant. At any rate, the JDS/Uniphase merger creates a dominant player in a critical area in which there were previously only a handful of small companies in the opto-telecom space.