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

To: Apollo who wrote (8607)	10/21/1999 7:56:00 PM
From: Poet	Read Replies (2) \| Respond to of 54805

Stan, On bikini requirements: May I say that I speak for both myself and Jill that you may wear any kind of bikini you see fit. But being a Bostonnite, you may prefer fake fur, as it's frickin' cold up here.

To: Apollo who wrote (8607)	10/22/1999 2:48:00 PM
From: tekboy	Respond to of 54805

"I am beginning to get swayed by Voltaire and others who refer to market makers, FUD, manipulation, don't listen to the noise, etc. This sort of semi-conspiratorial, who killed Kennedy thinking is anathema to scientists, and to those of us who practice medicine based on the evidence, etc. Nevertheless, it is amazing to watch everything sway so violently in either direction, and during these recent days, I must have matured some or am numb to this, as my G&K portfolio has given me great confidence in both the safety of my holdings and their eventual rewards." True wisdom, Apollo. As a social scientist myself (a lesser breed, but with some similar intellectual DNA), I too find the conspiratorial worldview a bit much to take. But the evidence of dramatic market inefficiency in the short-term is clear to anyone with eyes to see, especially if one knows the facts and is following things closely. My answer is to accept the evidence (and try to profit from it!), but chalk up the phenomenon not to manipulation by hidden hands, market makers, etc. (a la SI's Voltaire), but rather to short-term thinking, mass hysteria, ignorance and stupidity, and so forth (an analysis that would be congenial to the historical Voltaire). Either way, as you say, the best antidote is confident longterm behavior based on sound knowledge of the specific companies involved--precisely what we can get here at G&K. So, as usual, I offer my thanks to all. tekboy@niceday,huh?.com PS hee hee hee look at KING JDSU, folks!!!