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

To: William who wrote (9891)	11/7/1999 11:47:00 PM
From: LindyBill	Read Replies (1) \| Respond to of 54805

Do you see some money exiting softie flowing into Q Lets just hope is doesn't exit tech entirely and cause a tech downturn! I don't see that, but my record on short term prognostication is poor. All of this yak-yak about whether the Government was right or wrong, and what should be done, may by be fun, but it is a waste of time from our standpoint. What we need to know is when, and how much, we should invest in MSFT. Right now, we should invest nothing, IMO. The main thing is, nobody who has been on the G&K board the last 6 months should have held on to MSFT! This outcome was very predictable. My stated position the last 6 months was that I would have bought some MSFT stock, or an option monday, (if I did anything,) if the judgement had gone the other way. But, I would not hold Microsoft while this judgement was coming. It is tough enough to make a buck dealing with Mr. Market without having to deal with Mr. Government too!!!