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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Tom Ardnij who wrote (11571)11/30/1999 8:47:00 PM
From: LindyBill  Read Replies (1) of 54805
 
young simians in the Telecosm world who are out performing silverbacks Intel and Microsoft.

The young usually outperform the old, at least short term. After all, if you have a Young Gorilla with a market cap of 10 Billion going against an old one with a market cap of 100 Billion, it is pretty obvious which one will show the best stock performance. How many times can you double before you run out of room?

If I had to put my maiden aunt into stocks tomorrow, and not worry about her having to end up paring cheese in an attic, I would put her into MSFT, INTC, CSCO, and QCOM, 25% each, and sleep nights knowing she could always live off them for the next 10 years. They are going to be around and do well for a long time.

Never underestimate the staying power of an old Gorilla. When I dance at the Derby tonite, some guy there who is 25 years old is going to look one hell of a lot better than I am, but, 6 months from now, he will be long gone, and I will still be there, looking good, and dancing up a storm!

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