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

To: MulhollandDrive who wrote (4171)	7/21/1999 4:42:00 PM
From: LindyBill	Read Replies (1) \| Respond to of 54805

Excuse me, no offense, but a person who puts nearly his entire portfolio into one stock is worried about a "one trick pony"? Hey, BP, I don't mind being one, I just don't want to buy one! :0) (It wasn't "nearly", it was every dime!)

To: MulhollandDrive who wrote (4171)	7/21/1999 10:34:00 PM
From: Mike Buckley	Read Replies (2) \| Respond to of 54805

but a person who puts nearly his entire portfolio into one stock is worried about a "one trick pony"? A person who puts nearly his/her entire portfolio into one stock should be especially worried about a one-trick pony. --Mike Buckley

To: MulhollandDrive who wrote (4171)	7/21/1999 10:38:00 PM
From: Mike Buckley	Read Replies (2) \| Respond to of 54805

bp, IF RMBS chips become the defacto standard, they will be far from a one trick pony. PC, HDTV's, networking, gaming.....who knows what other potential markets. That's an interesting concept I've not thought about. Do the number of markets define whether or not a company is a one-trick pony? I'd have to think about it, with the help of people on this thread, but at the moment I don't think so. Example: If Q had nothing other than CDMA technology I'd still consider it a one-trick pony regardless of the number of markets CDMA can be sold in (PCs, handhelds, telephones, etc.) --Mike Buckley