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

To: Uncle Frank who wrote (5144)	8/23/1999 12:14:00 PM
From: Apollo	Read Replies (2) \| Respond to of 54805

I'm with you, too. Today, I sold my wife, daughter, and her swingset, and took an 8th mortgage out on the house. I'm working 2 jobs and 3 shifts trying to generate extra capital so I can augment my Q purchases from last week. Apollo DownSouth Jerry.....you slay me; after following your spectacular insight on NTAP, you sell some. Good luck. Stan

To: Uncle Frank who wrote (5144)	8/23/1999 12:17:00 PM
From: LindyBill	Respond to of 54805

The fundamentals and the momentum are too compelling to ignore. Yeah, I feel like a genius at the moment. Feeling like a genius is wonderful!! I was not kidding about the street lurking. It is astounding how many people I run into who know about SI. I finally got a Album up on Photopoint. Here is the connection for those of you who want to see pictures of me dancing. albums.photopoint.com

To: Uncle Frank who wrote (5144)	8/23/1999 12:45:00 PM
From: StockHawk	Read Replies (5) \| Respond to of 54805

Uncle Frank, Several weeks ago there was some discussion here about VISX, but it did not get very far. I would like to see a discussion on VISX and laser eye surgery on this board. While I do not, at this point, believe VISX is a gorilla, it may well be a King. I have been doing research on laser eye surgery - not from an investment standpoint, but from the viewpoint of a potential patient. If you think it appropriate, I will post some of what I have learned here. Hopefully, it may initiate a more thorough discussion. StockHawk

To: Uncle Frank who wrote (5144)	8/23/1999 3:53:00 PM
From: Jean M. Gauthier	Read Replies (4) \| Respond to of 54805

Well boys and girls.... Since I am not selling my 4 Horsemen of the NAZ, and that I am not rich like Mike, Lindybill or you Sir.... I bought 1, read it, 1 only QCOM 2002 160 LEAP call about 3 months ago... I paid..... $ 5800 USD for it... It got crushed to 60% of it's price 2-3 weeks after I bought it (great timing huh?!), and I had NO money to average down... What do you guys think could happen to this baby, when I will want to exercise/sell it in March 2001 (before the time value of the option starts going down dramatically) ? If I understand this right, for every $ OVER 160$ this stock goes, the LEAP appreciates by as much ? Hell , I could end up with 4x $ 40 LEAPs in 18 months, whne the stock is trading at $ 100 <smile>.... Take care everyone, on the BEST thread here at SI. Jean

To: Uncle Frank who wrote (5144)	8/24/1999 9:43:00 PM
From: Douglas W. DeVries	Read Replies (1) \| Respond to of 54805

Frank: I was a little surprised to see that you sold your NTAP. I really like this company's prospects looking forward. In reading the thread over the last couple of days I'm getting a little concerned that we are becoming a little overly exuberant re: our beloved Q. I also think that the weighting of Q in some portfolios on this thread is a little on the heavy side. I for one am considering a purchase of MSFT over the next couple of days. I read a great Motley Fool article tonight on Microsoft's overwhelming ability to generate free cash flow. I realize that I'm not one of the greatest contributors to this thread, but I think it's very important that we carefully monitor our enthusiasm for any one stock. Doug