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

To: unclewest who wrote (8439)	10/18/1999 1:08:00 PM
From: chaz	Read Replies (2) \| Respond to of 54805

I've been muttering to myself about MSFT lately. Seems to be going nowhere....since July 8 purchase. siliconinvestor.com Not doubting it's gorillaness, but the velocity of return is not matching that of money placed elsewhere...and that's disturbing. Then, this morning, I came across the following from the St. Pete Times Technology Section: (Sorry, I gotta type it in, can't raise it on the web) Interview with Michael Dell: An excerpt.... Q: In your speeches, you talk about market capitalization for some of the new media and online companies versus traditional companies, Yahoo versus the New York Times, Schwab versus Merrill Lynch, eBay veruse Sotheby's, Steve Ballmer of Microsoft recently said tech stocks are absurdly overpriced. Do you agree? A:.....The other thing to keep in mind is that a company like Microsoft has a tremendous incentive for their stock not to go up too quickly. Because if it (does), it's very hard for them to attract new people into the company, and it's also very hard for them to retain the people they've already attracted. Steve actually has a purpose behind his message, even though he might not be willing to actually say it. Comments, anyone?

To: unclewest who wrote (8439)	10/18/1999 5:07:00 PM
From: gdichaz	Read Replies (3) \| Respond to of 54805

unclewest: Now that you are onboard the One Gorilla (QCOM) in my game, you might wish to look at the One King (JDSU) or even the one Significant Other (SFE - the Godzilla nurturer) (which seems like I was a bit ahead of my time - like the Panasonic slogan - as was the founder of the Godzilla thread - Teflon - in anticipating the revised edition of the manual Chap 12) Seems like more fun to look at the performance of this game - only three stocks - on a bad day rather than when the market is zooming up - so here is the link: techstocks.com Comments welcome from anyone on the thread. Cha2