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

To: LindyBill who wrote (2839)	6/20/1999 9:05:00 PM
From: Len	Read Replies (3) \| Respond to of 54805

LindyBill, Good point regarding the mistake that we tend to believe we miss a stock after it has begusn to run. As a result we can spend our lives bottom fishing. So, given the reality that there are no new funds to spend would you trade EMC for Qualcom at this point? Just your opinion! Thanks. Len

To: LindyBill who wrote (2839)	6/20/1999 11:58:00 PM
From: Mike Buckley	Respond to of 54805

Everyone on these boards who has been around a while will tell you how they missed out on a Gorilla because they thought it was too late to buy. Frame that. Hang it on the wall. Bow down before it every morning. But above all, don't make that same mistake that each and every one of us has undoubtedly made at least once in our investing career, usually more often. Using QCOM as an example, it's just my opinion but I can bore everyone to death with all the reasons expressed in The Gorilla Game coupled with all sorts of traditional valuation metrics that show the stock is undervalued. --Mike Buckley