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

To: Bruce Brown who wrote (10227)	11/13/1999 6:01:00 AM
From: Apollo	Respond to of 54805

Good comments Bruce on Global Crossing... Agree that it is royalty, at first glance. George Gilder, telecosm visionary, touts global crossing as a "complete" solution because it is a fiber play, but also owns server farms for web hosting, cacheing thru Frontier purchase. There are few gorillas, relatively speaking, but zillions of royalty plays. The problem with royalty plays is determining which one to play, if any at all. I play a little, with EMC (small amount) and EXDS (very small amount, my B2B move), and feel that someday I'll be in JDSU. Meanwhile, my 62% Q is now 74%. One of my former fellows in Critical Care dropped in from Argentina yesterday to visit; asked for a stock tip, told him about Q, and he TOLD ME that it was up $34/share. He knew about its price movement yesterday before me.......maybe word is getting out to the public. Signs of a market top? As for Stop-Losses.........they are a corollary to market timing, which this thread has discussed before. Chaz, I would love to time a sell and repurchase of Q for 50 points, but I know I haven't the time of day or knowledge base to determine when and why. I would have to be a voltaire devotee, then hope he's right. Best to thread, Apollo