Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: LindyBill who wrote (2089)	5/21/1999 10:21:00 AM
From: Jill	Read Replies (4) of 54805

Lindy, Thus, last quarter's slowdown would have been a signal to sell all, waiting perhaps for a pop up? I didn't sell. Either I should have sold at 44 pre-earnings or I am going to wait a bit for recovery and then sell half. If DELL wanted, could it do something to change its status? Is a prince a prince forever--? Something wild such as Mark Peterson suggested on DELL thread, like buy CMGI (the idea got quoted in CBSMarketwatch). I know that won't happen, this is a general question. MSFT is a gorilla positioning itself for the future. I know you got out and made a bundle on QCOM, but I figure you'd get back into SOFTEE at a later date. Am I right? QCOM is an emerging gorilla--but couldn't it someday also get caught in declining margins? Thanx for any insight Jill

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