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

To: DownSouth who wrote (4629)	8/4/1999 11:09:00 AM
From: Jill	Read Replies (4) \| Respond to of 54805

Yes, know how you feel...crazy market! Oh well. It generally trends upward, if you can keep your balance. I still feel nervous about JDSU, and extremely interested. Read that post from Exciton and a few others but my brain glazes over. Think this weekend I may do some searches on CNET and others to see general articles about the company. Jill

To: DownSouth who wrote (4629)	8/4/1999 3:49:00 PM
From: Apollo	Respond to of 54805

DownSouth: Yesterday was painful! Q's fall took me to lows that I have not seen in a few months, below my hoped for "never again" portfolio value. Boy, you said it. And what about today? My well thought out portfolio got creamed. The only silver lining is Intel, which is setting new highs in the face of a Nasdaq correction (~12% so far?). What's interesting about this silverback gorilla which most here have felt is solid, but slowing in share appreciation, is that it hasn't changed its mission or productivity, yet its share price is so out of step. For example, Intel said it will continue to focus on microprocesser production, continue its PC/microprocessor market segmentation strategy, move up into server markets with Merced/Whitney at higher margins, and spread outwards on the Internet Frontier in multiple directions. It hasn't changed its stance and is very steady and predictable. Yet since January, its share price has relatively lagged behind a roaring market; in the past few weeks, its share price has steamed way ahead of a correcting market. Interesting. Intel has done nothing different, only the market and its share price have changed. The market seems so hard to predict at times. For example, I remember the day after the most recent Q earnings, many of us predicted share price acceleration. I remember one of us saying "we have lift-off", and so on. Yeah, we have lift-off alright, like the last Challenger mission. No, I am not impatient, or changing my holdings and am not selling. Just amazed at how things can change without clear reason to do so. Q and Intel are the same; but investor mood, perception and who knows what else are changing share prices. stan