Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Apollo who wrote (5848)	9/2/1999 1:52:00 PM
From: Uncle Frank	Read Replies (4) of 54805

That was a very polite response to a pretty provocative post, Sir Apollo. LindyBill danced out of aol very early to re-allocate among the Gorillas. I stuck with it much longer, but finally departed when it became clear its fundamentals were changing. I think Dancelot dumped in the 150s and I got out several months later at 124, but since he reinvested in Q, he wound up miles ahead of me. I'd urge you to analyze the following, Stan: 1. Does Intel's stance on accommodating competing high speed dram technologies signal an unfavorable shift in fundamentals for rmbs? 2. Based on today's prices and market scenario, would you expect a better return from rmbs or one of the Gorillas (Q, Mr. Softee, Cisco) over the next 12 months? The manual says to hold Kings and Princes lightly, and LindyBill hammered me with that concept with regard to Dell for 5 months, but I stubbornly resisted. I'll try very hard not to fall in love with a stock again, though Q is making it difficult <g>. Unc btw, I've had white knuckles for the past two days. Is there a medical treatment you'd recommend?

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