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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Tony Viola who wrote (4679)	8/9/1999 2:38:00 PM
From: LindyBill	Read Replies (4) of 54805

What happened? Earlier this year, you were saying on this thread that the Intel gorilla was about as healthy as King Kong after the Empire State building gig. Looks like I am talking out of both sides of my mouth, doesn't it? The operative words were "if I owned 4 stocks". I own only one, of course. I listed the 4 major Gorillas for both return and safety. Intel to me is a safe stock right now. My "war warning" on it meant that I did not expect it to grow more that 10 to 20 % a year in the future, which, by out standards, is nothing. But, it would be a safe place to park money until you had a better idea, and you would probably make more on it than putting the bucks in a money market fund. The only move I am planning in the near future is to be right on top of softie and the DOJ outcome. I will sit by the phone and buy like mad if the press reports the DOJ decision as favorable to Gates. It would be an in and out move, figuring that I could pick up 20 to 40% on the jump, then put it back in Q.

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