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

To: LindyBill who wrote (6361)	9/14/1999 12:00:00 PM
From: straight life	Read Replies (1) \| Respond to of 54805

"(back to 100%)" I think you sold yesterday BECAUSE you have 100% of your money in one stock. Unwise! DO NOT DO THAT! Any AOG can come along out of left field and completely wipe you out ...and you would never forgive yourself.

To: LindyBill who wrote (6361)	9/14/1999 3:33:00 PM
From: Frank Walker	Respond to of 54805

LB - apparently you got "spooked out" of Q for a few days. I guess that considering the amount you have in this stock, the volatility must result in a BIG daily $ change in your equity, enough to make anyone VERY nervous! I've noticed your timing of previous sales of SAP, DELL, AOL - has been right on the button, selling very near the top after extended upmoves. So the sale of QCOM raised the question: is this another of LB's supremely well-timed exits? After a suspense-filled couple of days, it looks like it was not, just a volatility and caffeine-induced sale that we all make from time to time. THANKS for the many posts on Q that you made earlier this year, that got me to pay serious attention to this future Gorilla. It's been one of the best-performing stocks I've ever owned. ILG PS CNBC just said JP Morgan "pounding the table" on QCOM, target $205.