Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Seeker of Truth who wrote (32567)	9/28/2000 10:33:55 PM
From: kumar	Read Replies (2) of 54805

<<Or, if the company has begun some kind of permanent decline we can begin to see that and sell when the outlook has changed not when the price has reached a certain magic level.>> question : does MSFT fall in the 1st category above (permanent decline), or the 2nd category (price point)? Put another way : if MSFT was trading @ $120 these days, would the sentiment be the same ? Disclosure : Long MSFT, coz I am not convinced a proven DI in their gorilla space has shown up yet. cheers, kumar

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