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

To: chaz who wrote (10241)	11/13/1999 3:40:00 AM
From: tekboy	Read Replies (1) \| Respond to of 54805

You know, it's funny. Seems like investors fall into three distinct categories, and respond to recommendations based more on what category they're in than on what the quality or content of the recommendation is. The first category is traditional investors. These guys just refuse to jump into tech stocks early or seriously, because those stocks violate so many traditional rules or feel speculative. The second category is momo investors, who will jump into anything that seems hot no matter what it is and what the fundamentals are. And the third category is serious tech investors, who often know a decent amount about the same few dozen stocks we do. So in fact, most of the people who could actually understand the legitimate reasoning behind an investment in, say, Gemstar or Siebel or JDSU or even Q already know it. Also, it really takes a lot to discipline and experience to buy into something good even after a run-up. Just another reason why the market is not, in fact, efficient over the short term, I guess... tekboy/Ares@onthatnote,tobed.com