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


To: MileHigh who wrote (2983)6/23/1999 12:01:00 PM
From: Tony Viola  Read Replies (1) | Respond to of 54805
 
MH,

Re: I do appreciate
your comments on RMBS, and I could go on and on, but will save it for later!
<gg>


Thanks. Playing the SI game is fun, and once in a while you can get nailed with a crack-back block, but that's part of it.

Tony



To: MileHigh who wrote (2983)6/23/1999 12:05:00 PM
From: LindyBill  Read Replies (6) | Respond to of 54805
 
this board is a love in for QCOM

Yeah, I guess we are. Most of us got in because of our discussions on this board, are up 40% to 70 % over the last two months, and we are very proud of ourselves for being so smart. It was the first major discovery of a Gorilla by this board, and we really think we did something. But, hopefully, we will get over it, and get back to finding others.

Meanwhile, what to do about Cisco vs Microsoft?

Cisco is up 31% this year and has a trailing PE of 86

Microsoft is up 24% this year and has a trailing PE of 69

Thoughts, anyone?