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

To: tekboy who wrote (7674)	10/6/1999 7:33:00 AM
From: Apollo	Read Replies (2) \| Respond to of 54805

To the thread: Both he and Lindy (clever bastards!) predicted that the announcement of the deal would send GMST down rather than up. Neither wants to catch a falling knife, and so both are waiting for what they believe is a bottom. Nothing wrong with that; hell, if I had been as prescient as they I'd have done the same, and gotten a better price for my last tranche. But let's call a spade a spade. Great posts from so many last evening; thank you. Tekboy, nobody likes a smarty-pants<vbg>; I took 4 years of Latin, but no French and I still have to run to look up tranche! I do agree with the clever bastards part. Kelly....we need to hear from you more on this thread. Jean, "what to invest in".....I bought more Q yesterday at $191; already have lesser position in GMST, and have chosen to average up over the next 6 months. Already increased my INTC position earlier. If I come into more money, will increase my EMC position later in '99....have to play storage king. William....I wish you could spend some time re-teaching us about JDSU; I know it is a king of laser/fiberoptics stuff; but what is the future market, what about its valuation, yadda yadda yadda; can you perform a GG analysis for us, especially since it has grown so much since last intensely discussed last Spring. DownSouth.....congrats on your yearly returns. Teflon...glad you're back; don't know the particulars, but I have a feeling things must be better. UnQ: Hallelujah!!! James Sinclair: don't stop; keep the FPD stuff coming; make it your niche for the thread; become the resident expert and teach us all. On the Rambus front, there was a post on the Rambus thread from a news article about Micron Tech. working on DDR DRAM; while there is much still to do and to perfect, it speaks to the point I made over the weekend about the delay in Camino/DRDRAM allowing DDR DRAM to get a foothold next year. I don't believe that DDR DRAM is expected to have the same bandwidth potential, but it would be less costly and would compete immediately with DRDRAM in the high-end market. Memory manufacturers would not have to pay royalties to Rambus with DDR DRAM. Apollo

To: tekboy who wrote (7674)	10/6/1999 7:38:00 AM
From: Mike Buckley	Respond to of 54805

tekboy, Just to make sure you understand my feeling about timing, I think it's important. Whenever possible, I buy a stock with terrific fundamentals when it is dramatically undervalued. I can't imagine better timing. The essence of gorilla gaming presents those opportunities time and time again. It's simply or not so simply a matter of recognizing the fundamentals and their undervalued nature at the time. --Mike Buckley

To: tekboy who wrote (7674)	10/6/1999 9:41:00 AM
From: Jill	Respond to of 54805

Tekboy, I liked your post...I think it's even more complex than you laid out. Can't even think it all out now, but I do believe we all do our best. If you see a trading range on a stock during a particular day you can certainly try setting a limit order and just seeing if it goes through in the next few days. I occasionally have done that and it always works. Not sure why I don't still do it, in fact, I think I have just chastised myself into that approach again! But I also think there are other methods of reducing cost basis on a stock that should be diligently pursued. I hate analyzing my exact percentage gains & losses, so I can't give you specifics here, but by selling puts on QCOM all summer and into January, if they all expire worthless, I have substantially reduced my cost basis. Also, if you do happen to get put, you're getting it for today's price less the premium (today being the day you sold the put) so that would lower cost basis too. One can also do that with covered calls if brave (I think volatile stocks are too dangerous--you could get called away). Similarly, if you luck out on call buying, you may be able to exercise some and keep the others--for free! I'm getting my sea legs on the above, but I feel it is a useful and continuing way to maximize profits--and feel more in control of the impossible market that one cannot time. Jill