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

To: DownSouth who wrote (3876)	7/16/1999 10:25:00 AM
From: LindyBill	Read Replies (1) \| Respond to of 54805

I hope everyone got the significance of Mike's post 127.0.0.1:3456/SI/~wsapi/investor/reply-10531537 This basically says that they moved up the earnings report one day, because they were set up to sell the new stock to the funds on the 21st at the closing price on the 20th. If they had done the earnings on the 20th, with a blowout, they would have missed the next day move up when they sold. That is why they moved earnings to the 19th This makes total sense, and I believe it is right.

To: DownSouth who wrote (3876)	7/16/1999 10:45:00 AM
From: Uncle Frank	Respond to of 54805

Mr. DownSouth, good morning to you, suh. Nice to have you back, It's been 3 days since you last posted here, and I was worried you no longer regarded this as your home thread <g>. But I see you've been struggling with weighty issues; eliminating a Silverback from your core holdings is no easy decision. I did the same with Intc back in January, but I keep looking at them with new interest as they announce new initiatives, such as their modem partnership with cisco <that's a tag team that should strike fear into the hearts of the network IC houses>. Glad you beefed up your Q allocation. It should make you verrrry happy, Mr. Softee has finally broken through to Blue Sky territory <g>. A very nice, balanced portfolio of winners, DS. I envy you well balanced types. Frank

To: DownSouth who wrote (3876)	7/16/1999 11:14:00 AM
From: John Stichnoth	Respond to of 54805

See post 3878--How long before you end up back where you started--owning INTC? Makes a lot of sense. INTC buys RMBS. And how about also buying AMD? Suddenly, they are the Gorilla in two adjacent proprietary technologies. (RAM no longer a commodity because of RMBS). That would be quite an answer to Natl Semi's system on a chip, eh? (No comment on Armhy--isn't he that socialist representative from Texas?) Just thinking out loud.