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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: LindyBill who wrote (32525)9/28/2000 3:11:28 PM
From: 100cfm  Read Replies (1) of 54805
 
but what, that we like, is not high? JDSU/SDLI valuation is breathtaking, also

Well put Lindy,and not to mention NTAP and GMST.
AND what happened to the fact of not selling a Gorilla till an threat from a disruptive technology occurs?
I can understand that none of us want to do the Qcom Ferris wheel ride but I kind of like that some of our favorites are making new highs with overall markets so far off theirs.
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