Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: wlheatmoon who wrote (8932)	10/26/1999 5:28:00 PM
From: LindyBill	Respond to of 54805

I beg to differ Mike: You obviously have not read the book that this whole thread is based on. but that's just my stupid opinion. STUPIDITY: The inablity or unwillingness to learn. Yeah Mike, until you have read the material, and learned what we are up to, your opinion is stupid, because you don't know what you are talking about here. We am perfectly willing to invite you aboard the thread, if you want to play by the rules. Until then, you are like a fly buzzing about our heads, that is annoying us.

To: wlheatmoon who wrote (8932)	10/26/1999 5:47:00 PM
From: tekboy	Read Replies (1) \| Respond to of 54805

<<We are not gambling on momo stocks here/I beg to differ>> Actually, the best way to think about this is probably the following: We are investing in these companies because they are gorillas & kings, and we believe strongly that they are excellent--even undervalued--investments given what we consider their likely future earnings. Many others--including some momo investors--are also buying the same stocks. Some just consider them good technology plays (without understanding the whole GG philosophy). Others look at the charts and simply want to ride the choo-choo upwards, knowing or caring little about how these companies differ from other story stocks of the moment. (The flip side of this last group, of course, are those idiots who short our stocks precisely because they have risen quickly.) The real difference is that we (think we) understand the longterm rationale behind these companies' future success better than the general market, and so we a) get in earlier; b) don't trade out for short-term profits; c) hold tight during the inevitable occasional dips; d) add more when we can; and e) shed most or all of our other holdings. tekboy@calluscrazy,butdon'tcallusmomos.com