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

To: chaz who wrote (4369)	7/30/1999 8:04:00 AM
From: John Carragher	Read Replies (1) \| Respond to of 54805

chaz ot the new si board ...I don't like that they didn't add a feature to block out posters you don't want to review. We have some that fill the thread with junk and would prefer a table where you could load up these types of posters to not read/notice when posted. si said it was not on their schedule of updates. just my thoughts. John

To: chaz who wrote (4369)	7/30/1999 8:19:00 AM
From: John Carragher	Respond to of 54805

chaz ntap notes (kensey @ clearstation and graph) for those interested in ntap At which point we turn to Network Appliance (NTAP). Early morning trade saw a quick drop to 52 and change at which point the stock turned up sharply against the decline in the broad market and hit 58 before drifting off to sit at 55. End of day buying took the stock up a few ticks and here too things ended on a positive note. 52 offers support. This is a short term trade with a stop out at 51 3/4. 52 was the price point at which NTAP exited an extended 12-week consolidation area between a pair of banded and downwardly sloping trend-lines (these are both drawn in). As such, 52 now represents support and in fact prices have held above this price level over the past week in which intra-day volatility narrowed from the sharp pull-back from mid 60's. Any potential firming of the market here should take Network Appliance with it. The volume swell Thursday was impressive and it appears sellers and profit takers have departed. Sentiment towards NTAP has improved dramatically since the addition to the S&P 500 about a month back. This to me composes the more significant facet of the fundamental backdrop. Which is, getting the word and story out. Which S&P 500 addition seems to accomplish. Goldman place the stock on it's famed 'Recommended List' back on May 27 (ohhhh ahhhh.). kensey See the annotated graph of this recommendation at: clearstation.com

To: chaz who wrote (4369)	7/30/1999 12:51:00 PM
From: Apollo	Read Replies (1) \| Respond to of 54805

Chaz & Thread....Rambus Several posts on Intel and Rambus threads from today and yesterday continuing to point to release of Camino 820 chipset by Intel in September, which in turn enables use of Rambus memory. Further information on need and value of Rambus memory is on the DELL website, listed below as well for your viewing pleasure. From the Intel thread: Camino announcement date ------------------------------------------------------------------ To: Bill Jackson (86371 ) From: Tenchusatsu Thursday, Jul 29 1999 7:39PM ET Reply # of 86376 8-way Profusion chipset for Xeon coming August 23 Also Pentium III Xeon 550 MHz with L2 cache greater than 512K will be released at the same time as Profusion. Mobile Celerons at 433 and 466 MHz are coming September 15. And finally, the 820 Camino chipset, the one supporting DRDRAM, will arrive September 27, along with Pentium III CPUs running at 533 MHz and 600 MHz on a 133 MHz processor bus. ga-source.com Tenchusatsu The very long but interesting post below comes direct from DELL website: dell.com Transitioning to Rambus Technology Bill Sauber, Dell Technical Strategist July 1999 Dell believes this new memory technology is the best choice for the long term for many of its platforms. and Dell believes that Rambus technology will offer a scalable solution for many of its desktop computers for the next several years. This is real long, but worth reading......... Stan

To: chaz who wrote (4369)	7/30/1999 2:46:00 PM
From: Clairmont	Read Replies (2) \| Respond to of 54805

CHAZ, With the exception of RMBS I own these. I bought and sold RMBS twice in the past at losses. I might try again. I'm not convinced that it will become a Gorilla. If you can stand the volatility it might be worth the wait. If it hits, it will be big. Emphasis IF. IMHO

To: chaz who wrote (4369)	7/30/1999 9:39:00 PM
From: Uncle Frank	Read Replies (7) \| Respond to of 54805

>> I'm starting a make believe portfolio based on today's closing prices for the seven companies that really have my attention. (EMC, NTAP, QCOM, JDSU, RMBS, SNDK and MSFT for those who are interested.) That's a great portfolio, chaz, but only two of your selections have been "certified" as Gorillas, QCOM and MSFT. Let me play wet blanket, and quote a few passages from the Manual: The real purpose of the gorilla game (is) to help private investors participate in the rewards of high-tech stock gains while standing clear of the market's unnerving volatility. Gorilla game investors should never get trapped by false hypergrowth because they invest based on actual revenues, not projections of boom markets to come. For private investors with limited capital and a high sensitivity to risk, the gorilla is the only safe buy in the category, that all the other investments incur a much higher risk of eventually disappointing drastically. (The GG) uses consolidation, not diversification, as its primary risk reduction strategy for long term holds. I have drifted from the GG at times and made significant investments in Kings and Princes; it's so easy to be lured by the excellent returns one sees from companies like Dell and AOL. But if I had stuck to the game plan, I'd have been far ahead of my present returns. With non-primates, you have to figure out when to buy and when to sell; with Gorillas, any time is a good time to buy and you can hold long term. I'm recommitting myself to the basic theme of the GG. I am a Gorilla Hunter <g>. Frank