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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Apollo who wrote (38466)	1/26/2001 5:34:54 PM
From: DaYooper	Read Replies (1) of 54805

reckless, imprudent and irresponsible LOL! Yes I realize in hindsight that I was irrationally exuberant and went a little over the edge with that thought. Blame it on my excitement over the QCOM cc. Today I've been thinking how we are actually witnessing the development of the wireless wintel before our very eyes. And how everyone used to tell me "boy I wish I had invested in msft or intc way back then." And here's the opportunity. When I bought my 50 shares of msft and 100 intc back in 1994 I think the p/e ratios were around 55 or 60 for msft and 25 or 30 for intc and everyone balked at those valuations. Now Q is selling at 81/1.27 fiscal '01 with an equally bright future. I've never felt more comfortable long term (5 years plus) with an investment. While the Merlins of the world may never feel the need for high speed communication and information at their fingertips, a whole new generation is maturing that will not understand daily existence without it. I'm sure if Merlin had lived at a the time electricity was developed, he would just kept burning his candles. And while your up Mike throw another log in the stove.<g> Rory

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