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

To: Teflon who wrote (4242)	7/23/1999 2:42:00 PM
From: Uncle Frank	Read Replies (2) \| Respond to of 54805

Thanks for taking the time to provide the thread an excellent summary on Mr. Softee, Teflon. I agree with both of your comments about why management isn't making positive forward statements, though I never thought of it until you articulated them. That's why it's always a good idea to ask the smart guys to give their opinions <g>. Frank

To: Teflon who wrote (4242)	7/23/1999 4:21:00 PM
From: Jill	Read Replies (1) \| Respond to of 54805

That was a really good post, Teflon. What I'd glean from it is that some of the cautionary words are indeed related to the trial. Remember the flak Gates got for his article in Newsweek that the PC was not dead? I am a bit concerned about the clear indications that to attract top talent they will have to somehow reorganize, because there are too many oppy's out there for people to shape entire new companies. Jill

To: Teflon who wrote (4242)	7/24/1999
From: JohnG	Respond to of 54805

Teflon On MSFT compafed to NOK. Nok did a poor job of downplayig this Q's earnings and managing the analysts' earnings projections. Their stock fell after a bang up quarter. Projections were all over the board--and some analysts didn't get their big supprise. The game is best played by giveing the sell side analysts conservative projections. Then the come in with a nice supprise. Then the sell side brokers go out and recommend the stock based on a big pos earnings supprise. Then the broker firms earn nice commissions, stock price rises on increased demand, retail customers love their broker and their stock price inflates. This is the way things work well. Everyone looks good and every one is happy. Remember, people's happiness or unhappiness doesn't depend as much on what they receive as HOW WHAT THEY RECEIVE COMPARES TO THEIR EXPECTATIONS. Controll expectations with one hand and increase earnings with the other. For example, didn't Q's management mumble something about earning $0.90 for Q4 (Sept). Hidn't the financial press pick up the $0.75/share going forward and report it while WE and the Institutions picked up the $0.86/share going forward. We know that a good gorilla will likeyy increase 25% to 50% in a quarter. This means $1.07 to 1.29 for Q4. You get the drift. The funds that bought Q should be happy as hell. And, I personally am optimistic about a 25+% price rise from say $55 during the next month or so. JohnG