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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Mike McFarland who wrote (2815)	6/20/1999 2:54:00 PM
From: LindyBill	Read Replies (1) \| Respond to of 54805

Hey, Mike, relax! there was a ":o)" on the end of my comment. I should have realized that you might have been "flamed" on the other SI threads, it does not happen here. I should not have needled you until we knew each other better. I expect to ride Qualcomm for at least 3 to 5 years, but I have said that about other stocks, and changed my mind, so, we will see, said the blind man. I tried Biotech early on, and realized that I did not want to be tied to a sector that was so dependent on Government regulation and approval. It's tough enough to figure out our techs. LindyBill

To: Mike McFarland who wrote (2815)	6/20/1999 5:09:00 PM
From: chaz	Read Replies (1) \| Respond to of 54805

Mike: Have you READ "The Gorilla Game"? Few questions for you...not to be argumentative which is sorta frowned on hereabouts: 1. Is Microsoft going to go away anytime soon? 2. Does the investor price stock based on the present value of future free cash, or something else? 3. Would you prefer one stock that was going up 2x next year, or 10, some of which might go up 2x? I don't happen to think the fellows (and Jill, tip 'o my hat young lady) here on G&K are anywhere near like the average on SI. We're not mired in minutia, but are focused hard on enduring values. Those big techs are fortune makers for those who know 'em. Lindy may be first to hit it big, but he won't be the only one.