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

To: Jean M. Gauthier who wrote (5704)	8/31/1999 6:58:00 PM
From: TShirtPrinter	Read Replies (1) \| Respond to of 54805

Sunny, The options can be very tempting but better poll the group for all the facts (up & down). I sold covered calls and got taken out in August and looks like Sept 175's are gonna be history. Ask Uncle Franq. My rationale is I needed at some time to lighten up some margin, but will have lost 20% of my Q to get a couple of $$$$. I loved the comment about picking up dimes in front of a steamroller. That's what I feel like. Tony PS Don't worry though, when I think the time is right I'll be buying more options.

To: Jean M. Gauthier who wrote (5704)	8/31/1999 10:06:00 PM
From: Mike Buckley	Respond to of 54805

Both Citrix and Rambus are NOT gorillas, they are KIngs for a time, ... Jean, I apologize in advance for picking on you, but I hope you don't mind me clarifying an issue that I've found to be the mistake most often made in our thread. The mistake is the notion that Kings can become Gorillas. By definition, a king has no control over its architecture. As a result, a king is not a gorilla candidate. Another way of putting it is that kings are top dogs in royalty games. Gorillas are top dogs in gorilla games. Royalty games never, ever become gorilla games. Therefore, it's impossible for a King to become a Gorilla. So, if we believe that Citrix is not a gorilla, what is it? It's a gorilla candidate, not a king. --Mike Buckley