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

To: Percival 917 who wrote (9005)	10/27/1999 9:16:00 PM
From: DownSouth	Read Replies (2) \| Respond to of 54805

Were you indicating that I should add PMCS and CNXT to the others, or instead of the others?? I was suggesting that you look at PMCS and CNXT. But that is because I am pretty ignorant of your picks, but have made a bundle on JDSU, PMCS, CNXT and "hold the lightly but proudly" <g>. Also beside BRCM should not BRCD be considered as they are a direct competitor of CNXT. I was not aware that BRCD is a contender in the broadband market. The are famous for their Silkworm fibre channel switch, so they really compete with that FC crowd, such as EMLX. That standards-based field is too crowded for me, though explosive in growth for nice momo plays. Not my style (yet) <g>. The biggest problem I have with BRCD is that it is way overextended. My fear is that BRCD's overextension is a result of Silkworm, but a horde of competitors will leapfrog their capability. I believe switching costs are pretty low there. I had PMCS for awhile and decided to let it go in favor of increasing my QCOM, GMST, JDSU and ITWO positions. I would be interested in your thoughts on CNXT AND PMCS. You may be right about PMCS. Its only up 56% last 100 days. CNXT is only up 78% same period. JDSU is the tiger King in this group at 107%. (Warning: the term "only" is used in GG terms here, meaning that we did not get a double in 100 days. <vbg>) This whole group (Comm-IC: JDSU, CNXT, PMCS, BRCM) is getting lofty, imo. Wondering if I should not roll them ?????