Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: kumar who wrote (21066)	3/23/2000 12:33:00 AM
From: chaz	of 54805

kumar, I'm sort of catching up here, and you've probably had a comment or two already. I don't see a problem with anyone doing any report on a subject company that is within our field of view....however, in the case of TXN, we've discussed it at some length from time to time and generally concluded that it's not much more than a prince, given to reinventing itself from time to time, and thus rather LT unpredictable in ways most of us wouldn't like in our portfolios. However, do not let bad vibes on my part deter you...HUNT is a two edged sword...some we keep, some we trash, the reports help make the choice. Let me know if you decide to proceed and I'll include it in my next update listing. Chaz/Thucydidies

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