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

To: tekboy who wrote (8203)	10/13/1999 1:41:00 AM
From: John Stichnoth	Respond to of 54805

I saw your workup on it, and exchange with UF. My point, in the spirit of a long and angry debate--:o), is that, if you had invested the money as soon as you got it, say one day earlier, you'd have gotten Q cheaper! I'm looking forward to seeing the full results. By the way, your approach is similar to Bollinger Bands (buy when it hits the lower band, sell on the top band). Best, JS

To: tekboy who wrote (8203)	10/17/1999 3:21:00 PM
From: Apollo	Read Replies (3) \| Respond to of 54805

Well, last week's bloodbath in the market, and in particular in Q was disappointing, to say the least. I think it quite remarkable that so many quality companies sold off ~ 10% or so; BUT, JDSU hardly sold off at all during the worst of times; obviously a stock that everybody must want. Still haven't heard anything from the JDSU fans about fair valuation.....would enjoy being lectured on this. siliconinvestor.com BTW, looking forward to Tekkie's comparative analysis on his timing/investment strategy from last Monday, looking at StockHawke's method. Apollo