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

To: DownSouth who wrote (2316)	5/28/1999 7:37:00 PM
From: Tom Ardnij	Read Replies (2) \| Respond to of 54805

Lot's of similarities. My portfolio percentages: AOL 28% CSCO 19% S&PFund 17% MSFT 15% DELL 3% SUNW 3% EMC 2.5% WCOM 2.5% ATHM 1% LargeCap Funds 9% The mutual funds are within a 401K. I'll be rolling that over into a Brokerage Rollover IRA this summer. I'll pick up some QCOM,BRCM,SCH,and UNPH at that time. Also I will pick a moment to reduce my AOL holdings in favor of these four. My average price is less than 30 and I want to pick a point after going long term capital gains in just a few weeks.

To: DownSouth who wrote (2316)	5/29/1999 8:00:00 AM
From: Teflon	Respond to of 54805

Hey DownSouth, we miss you over on the MSFT Thread. Please come back and visit us. Teflon

To: DownSouth who wrote (2316)	5/29/1999 6:08:00 PM
From: Clairmont	Read Replies (1) \| Respond to of 54805

I've been a SI member for over a year. My first post was on NXTL site a year ago. ( I still own some). This will be my second post. ( although I spend several hours a day on various sites, I never feel qualified to post.) HOWEVER, Your portfolio was so near the mirror image of mine that I felt compelled to congratulate you on your astute selections. I hold 11 of your 15. I don't hold MSFT (I guess I'm just to contrary) PMCS, AOL( I used it for a while and did not like it. I've had a cable modem ever since and can't figure out why someone would be satisfied if they had their druthers and LU( I've always liked it just never bought. So we are in total agreement on 13 of 15. That's 87%. Come to think of it this may scare the hell out you. Clairmont45