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

To: DownSouth who wrote (6250)	9/13/1999 11:34:00 AM
From: Nichols	Read Replies (2) \| Respond to of 54805

I too am quite surprised to see Lindy and Downsouth sell QCOM. What happened to the Gorilla Game philosophy? Has anything fundamentally changed with this company that I don't know about? I always thought that we should forget about the short term blips and concern ourselves about the long term prospects about the company. Oh well, I hope you guys can time the market better than I ever was able to.

To: DownSouth who wrote (6250)	9/13/1999 12:04:00 PM
From: AMF	Read Replies (1) \| Respond to of 54805

DownSouth: Re: "we can learn some valuable lessons..." Yes, you're right. Two things I've learned so far. I bought into Leaps at the stock's high. Normally I wouldn't have bought at such an elevated price and pe but I was swayed by all the positive talk. My own responsibility completely, of course, but I won't do that again. Secondly, I don't see any difference between the reaction of most of the GG'ers, and of ordinary folks who don't subscribe to the GG theory but who dump a stock that's losing. In other words, theory is fine and discussion is entertaining when you're winning, but when the stock heads south like this morning - well... I guess that is why Lindybill is a millionaire and I am not! Good for you for being quick enough to protect your money.