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

To: Tom Ardnij who wrote (11571)	11/30/1999 8:47:00 PM
From: LindyBill	Read Replies (1) \| Respond to of 54805

young simians in the Telecosm world who are out performing silverbacks Intel and Microsoft. The young usually outperform the old, at least short term. After all, if you have a Young Gorilla with a market cap of 10 Billion going against an old one with a market cap of 100 Billion, it is pretty obvious which one will show the best stock performance. How many times can you double before you run out of room? If I had to put my maiden aunt into stocks tomorrow, and not worry about her having to end up paring cheese in an attic, I would put her into MSFT, INTC, CSCO, and QCOM, 25% each, and sleep nights knowing she could always live off them for the next 10 years. They are going to be around and do well for a long time. Never underestimate the staying power of an old Gorilla. When I dance at the Derby tonite, some guy there who is 25 years old is going to look one hell of a lot better than I am, but, 6 months from now, he will be long gone, and I will still be there, looking good, and dancing up a storm!

To: Tom Ardnij who wrote (11571)	11/30/1999 8:49:00 PM
From: Uncle Frank	Read Replies (2) \| Respond to of 54805

>> You know, I could be wrong. That's correct. You are wrong. JDSU is not a simian, Tom. You are coming to your conclusions based on an investment window about the length of your pinkie finger and an imperfect understanding of Gorilla gaming. I think you need to re-rtfm. Sorry for the intrusion, folks, but watching the direction this thread is taking is like watching one of my kids get into drugs. Poet & Jill: If I still get a vote, I say take the options stuff elsewhere, and don't put a G&K label on it; I created that handle to describe a safe ltb&h strategy. uf btw, sometimes being an Outed curmudgeon has its advantages <g>.