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

To: DownSouth who wrote (9688)	11/5/1999 9:21:00 PM
From: 100cfm	Respond to of 54805

i sold msft and csco to buy Q at 197 3/8 two wks ago. obviously i am very glad i did. msft and intc are still very much gorillas but i think at this stage they maybe taking a side dish of geritol with their daily bananas. where as the Q needs no such supplements. besides a $1T market cap seems unfathomable doesn't it.

To: DownSouth who wrote (9688)	11/5/1999 9:29:00 PM
From: pala	Respond to of 54805

<<I am considering liquidating MSFT and INTC (Main Street?) and buying more Q.>> Downsouth; I did just that with half my MSFT the day before earnings, never would have dared without this thread. But MSFT was where the money was,1/2 my INTC funded my initial position (and I don't want to get anywhere near Y2K on margin) We may have missed our opportunity on MSFT due to FUD, but how about CSCO and EMC (I can't believe I just wrote that). Its a timely discussion for me as I agree with Lindybill that this may not go on forever, so we are talking market timing no? Doug

To: DownSouth who wrote (9688)	11/5/1999 9:36:00 PM
From: LindyBill	Read Replies (1) \| Respond to of 54805

I am considering liquidating MSFT and INTC (Main Street?) and buying more Q. The reason is simply that I believe that the returns on Q over the next few years have much more room to grow than, Whaaaaaaat? Wheere have you been, old buddy? Oh well, there is always one yard-bird that doesn't get the word! (I'm sorry, South, but you asked me to answer,and you know I have been pounding this approach for 6 months!) :0)

To: DownSouth who wrote (9688)	11/5/1999 11:37:00 PM
From: Percival 917	Read Replies (1) \| Respond to of 54805

Hi DS, I have to tell you that I have just recently done what you are considering which is selling INTC and MSFT and buying more Q with it. And I did it for exactly the same reason you stated: I am considering liquidating MSFT and INTC (Main Street?) and buying more Q. The reason is simply that I believe that the returns on Q over the next few years have much more room to grow than, for example, MSFT, which would be a $1T company if its stock value doubles, and a $2T company if it doubles again. What can I say but great minds think alike.<gg> Well I don't know if mine falls in the great category, but the returns on Q should be higher. In the time it would take for MSFT or INTC to double from here, Q could easily quintuple. JMHO Joel