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

To: LindyBill who wrote (2986)	6/23/1999 12:07:00 PM
From: MileHigh	Respond to of 54805

RE QCOM love in, that's fine and you should be proud of the QCOM find, seriously! Congrats on hitting your goal! MileHigh

To: LindyBill who wrote (2986)	6/23/1999 12:35:00 PM
From: MulhollandDrive	Read Replies (1) \| Respond to of 54805

>>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<< Gee, that's what we RMBS holders have been saying, go figure. bp

To: LindyBill who wrote (2986)	6/23/1999 1:10:00 PM
From: Nichols	Read Replies (1) \| Respond to of 54805

Lindy: "What to do about CSCO & MSFT??" If you sell these gorilla's, you are betting against them. Do you really want to do that? You want to bet against Gates and Chambers? Stick with these winners and enjoy the ride. BTW Just bought Q at 133. In it for the long haul. not to worried about the price being "too high"

To: LindyBill who wrote (2986)	6/23/1999 1:26:00 PM
From: Jorj X Mckie	Read Replies (1) \| Respond to of 54805

LindyBill, P&F charting suggests that both CSCO and MSFT are poised for a breakout. Significant resistance for MSFT at $95, blue sky for CSCO.

To: LindyBill who wrote (2986)	6/23/1999 9:04:00 PM
From: Mike Buckley	Respond to of 54805

this board is a love in for QCOM Sorry, but I disagree. We've had ample discussion about the reasons QCOM is or isn't a gorilla, does or doesn't have proprietary control of its technology, is or isn't controlled a standards committee. That amount of well informed, highly serious disagreement hardly constitutes a love-in. I went to college in the late sixties and ought to know what a love-in is. :) --Mike Buckley