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

To: Teflon who wrote (1197)	4/7/1999 1:12:00 PM
From: Uncle Frank	Respond to of 54805

G'day, Teflon. You can bet I read about every post on the Mr. Softee thread, except for ed's; I have too much difficulty understanding him <g>. Due to my new day job, I just don't post as much. This mornings drawback may be over by the end of the day. If anything is behind it, I think it is expectations for a Compaq disaster report on 4/15. Interestingly enough, it hasn't hampered a nice run by dell. Maybe we're about to see a changing of the guard - Compaq dethroned as King of the Boxmakers, with Dell ascending to the Throne. This morning represents a good opportunity to move into qcom. I don't think we'll see many drawbacks of this magnitude for this emerging Gorilla. I'm tempted to buy some qaqev (May 140 calls), which are trading at around 13. Frank