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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: LindyBill who wrote (33094)	10/13/2000 10:03:11 AM
From: Eric L	Read Replies (2) of 54805

Lindy, << Re: PMCS Sierra ... I have owned a chunk for 6 months ... roller coaster with it, and am up a couple of bucks as of today. >> My experience same as yours. Our problem is we didn't get in earlier and hold. Top 5 performers on my watch list for a position taken 12/31/98 are SDLI +2701%, ITWO +957%, +PMCS + 904%, +JDSU 895%, QCOM 894%. I am fortunate to have held the last 2 for that duration, but still don't have positions in the first two. By contrast SEBL checks in at +443% & NTAP at +407%, but both are newcomers to my portfolio this year as is PMCS. I almost bought PMCS end of 98 when I bought Qualcomm but opted for WCOM. I got out of WCOM at about the time of the announcement that they were acquiring FON (thank goodness). I exited the same day you questioned my holding it, and referred to it as a "public utility". I still owe you for that one, and might have held Dell longer than I did had I not been following your prophetic comments earlier on re the boxmakers. Prudential on PMCS earnings and conference call: Message 14573617 I remain hopeful that someone will tackle a Project Hunt Report on this one. - Eric -

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