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

To: LindyBill who wrote (1691)	5/5/1999 12:15:00 PM
From: Uncle Frank	Read Replies (2) \| Respond to of 54805

Bill, I'm trying not to look at the Index this morning; it might make me do something that I'd regret later on. It's obvious that we're seeing some kind of a rotation - probably one of the MegaFunds like Magellan taking profits. It will pass, and the only damage will be to those who panic and the poor souls that are deep into margin and are forced out. We waited out the October downturn and came out whole; there's no reason to think the prospects for great returns on tech stocks has diminished permanently in the past week. My concerns are with csco and dell. I expect both to put up brilliant numbers, but I don't think the current market is inclined to reward them. It may be time for me to re-allocate in favor of Q, as I don't see anything short term that would slow them down. I think the Market Gods may have heard us congratulating ourselves and decided to teach us a little humility. Frank