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

To: LindyBill who wrote (6394)	9/15/1999 6:46:00 AM
From: DownSouth	Respond to of 54805

LB, I appreciate your integrity even more than I envy your success. Your fast move on Monday did cause a panic sell for me, but that is not your responsibility. I set myself up for that because I was uncomfortable with 50% Q. I would have been upset with you if you had made that move and not let us know about it, no matter the result. Of course, you don't have to tell us a darn thing about what you do, but, as I said a few weeks ago, you have taken on a leadership position here and your decisions have become important indicators for many of us.

To: LindyBill who wrote (6394)	9/15/1999 8:54:00 AM
From: Apollo	Read Replies (1) \| Respond to of 54805

Sir Dancelot, you have every right to "time" the market. But recently, you said this......... >>>To: SpudFarmer who wrote (39551) From: LindyBill Thursday, Sep 2 1999 1:06PM ET Reply # of 40704 Re: Price of Q 9/00..400 9/01..800 <<<<<<<<<<< By 9/01, you would have over $4 million in Q; why bother trying to time and score $20-50K, or alternatively lose the same? I'm having a little trouble understanding the risk/benefit equation here. That's the part I don't get, especially since the fundamentals have not changed. Either you're bored and looking for more action, or you broke your legs and are on the sidelines at the dance halls, or else you have a shrewd view of things that escapes me. JMHO; if you're bored as I know I might be, then I wonder if that may speak to not having a single stock portfolio. For example, < 5% of my portfolio is in Gemstar, Exodus and Digital Island combined. These are not gorillas and aren't even close to crossing a chasm. But I like their niches, particularly with my interest in participating in the B2C and B2B growth. The investments force me to stay tuned in, and to learn. Apollo

To: LindyBill who wrote (6394)	9/15/1999 9:34:00 AM
From: Jill	Read Replies (1) \| Respond to of 54805

Nice post, Lindy. This market is a learning experience for us all. Jill (eom)

To: LindyBill who wrote (6394)	9/15/1999 12:07:00 PM
From: Martin Atogho	Read Replies (1) \| Respond to of 54805

Lindy, I think your decision was entirely yours and a perfectly natural reaction. I am glad Q is back on track (on the up again hopefully) and that we have all learnt a few lessons here. Some of which are: - to have a strategy (GG) and stick to it. - Focus on the stock fundamentals to drive your judgement, and only change when they change. Good luck to all, Ma.

To: LindyBill who wrote (6394)	9/15/1999 12:27:00 PM
From: Tom Ardnij	Read Replies (1) \| Respond to of 54805

Lindy, I feel the same as others who have commented how much they appreciate your posting your moves in the market. I also recall the SAP call and value your opinion. Given that your funds are tax protected for capital gains, I think the trading strategy makes great sense. While the QCOM trade didn't hit it on the head, the logic makes sense given the non-taxable account. I don't think you need any mea culpas. We are all responsible for our own decisions here. Like others, I am diversifying among the silverbacks and some that may be on their way to royalty at least. (ie: JDSU, SNDK, SEBL) I enjoy following several companies closely. My funds are in a mix of taxable and non-taxible accounts. I tend to buy and hold long term in the taxable accounts.(2 to 5 year horizon) Companies that I am more likely to trade are in the non-taxable accounts. Your clearly stated opinions as well as those of many others on the thread have helped me crystallize my own take on the gorilla game. Thanks a bunch!! Best Regards, Tom