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

To: Uncle Frank who wrote (1478)	4/25/1999 10:10:00 AM
From: gdichaz	Read Replies (2) \| Respond to of 54805

Uncle Frank: Two points. Mike "ruled out" discussion of CSCO vs LU for the moment to concentrate on the Q and Cisco. Any discussion of the future of Cisco must include that company's number one competitor NT. Chaz too

To: Uncle Frank who wrote (1478)	4/25/1999 12:28:00 PM
From: William	Read Replies (2) \| Respond to of 54805

Am I the only one who is blown away by the fact that a rather small bunch of folks have put together two portfolios that are up 34% and 73% YTD and are 18 up 3 down and 9 up 3 down To me this is mind boggling and I would like to congratulate everyone that has been a part of it. I have restructured my portfolio to contain mostly G&K and WW holdings and plan to stay that way. I am positive that this will be a most rewarding approach to investing. Wall $treet Week and any newsletter I have ever seen has nothing as good as what we have right here. Cheers to one and all. William disclosure - long AMAT CSCO DELL IBM QCOM UNPH and a small touch of AOL