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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: kumar who wrote (23327)	4/24/2000 7:03:00 PM
From: richardmacintyre	Read Replies (1) of 54805

Kumar, After reading the quarterly report I'm not as certain about a potential profitable value chain. How many folks outside of Finland want to talk to their freezer from work, or to have their stoves talking to the washing machine. I don't know. Understand the benefit for offices, but don't get the home connection. I know this is about ltB&H and some of my own angst is that I bought too many stocks too soon and still haven't learned enough about them to be able to defend by past choice to buy them or my current choice to keep them. I'm personally not kicking myself for buying too high but for buying too much too fast. 3 hours of "homework" a night and I still not sure -- that's why I'm here -- and I really appreciate your re-focusing the question. Unclewest has some posts over on the ELON thread, but not being much of a teky it's hard to evaluate whether to take losses on the pre-tornado companies and invest in the G&K's or just wait it out. With limited "dry powder" I realize I only have a few buy moves left. And in an effort not to hurry I'm reading the Roth book on leaps and considering leaps on QCOM to get a bit of leverage towards a real Gorilla.

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