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

To: Dr. Id who wrote (6391)	9/14/1999 11:55:00 PM
From: Mike Buckley	Respond to of 54805

I think most people seriously following this thread will find something worthwhile in the October issue of Red Herring. Some of the interesting stuff, most of which we've discussed here in the folder to some extent: 1) The rise of the information appliance 2) Next-generation video game consoles are sprouting PC functions 3) Steve Perlman on the future of television 4) Interactive TV explained: How set-top boxes turn TVs into PCs 5) Internet applicanes are putting the squeze on PC makers 6) Post-PC devises need cheaper, smaller processors 7) Wireless phones are offering PC-style connectivity 8) As interactive advertising moves to new platforms 9) The next home networks 10)With its OS for wireless devices, Symbian may free computing from Microsoft's grip 11) Profile: Softbank's Heidi Roizen Oh, and I almost forgot to mention the cover story, "Why Companies Fail." Author: Geoffrey Moore --Mike Buckley

To: Dr. Id who wrote (6391)	9/15/1999 3:09:00 AM
From: LindyBill	Read Replies (6) \| Respond to of 54805

One last "Post-mortem." I tried this yesterday and got flamed. I am going to lay it out the way I saw it at the time. I sold yesterday because of the missed meeting. I could not believe that they would miss a meeting unless there was bad news coming. I had no intention of staying out and said so at the time. I would have been back in after the Wed conference. I was trying to time a bad earnings announcement and make some money off of it. I got back in at once this morning when they announced. I don't regret trying it. This is the first company I have ever heard of who has pulled out of a meeting with analysts at the last moment, and then did not have bad news coming. What I did was logical, but I guessed wrong. This would have been the right move 99% of the time. The market knew it, and that is why the stock dropped Monday. I knew there was nothing wrong with Q long term, and figured I could pick up some money on a short term drop. I don't have the options market available to me to use the way I am set up, so my only recourse if I want to time is to buy or sell a stock I think it is going to move. I really believe I would have sold Q no matter what percentage of my portfolio it was. I can't prove that only having Q was not a factor. I just am not uncomfortable with one stock, when I really believe it is the right one. I am going to do a defense, on this board, in the near future, of no diversification. I wish I had made it clearer yesterday what I was doing. I obviously mislead some of the people on this board as to my intentions, and I am really sorry that happened. I posted what I was doing because a lot of people have PM'd me and asked me to please post any move I make. I really appreciate the way you have all treated me on this board since it has started, and I regret any panic I might have caused. Your good opinion is very important to me, and losing any of it the last 24 hours is really of more concern to me than the amount of money I lost making the move in and out of Q.