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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (10056)	11/9/1999 11:48:00 PM
From: tekboy	Read Replies (1) of 54805

MoMoMerlin As a complement to Mike's post of BB's PM, I'll post a PM of his (also with prior permission)...<g> It should really go on the other thread, but hey, so should the previous post...<ggg> I asked: Do you think that at these prices any of the B2B faves are defensible investments for non-momo investors, and if so, which ones? He replied: I really haven't looked at any of them closely enough to know. I've got two ideas that might be helpful. The first is that the longer your time horizon, the less important it is. The second is that you might want to wait for a major tech sell-off. There always is one eventually. You still might end up paying higher prices than you'd pay today, but the relative risk/reward ratio might be better. sounds good to me... :0) tekboy/Ares@see?youcanaskMr.Wizard.com

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