Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Percival 917 who wrote (11604)	12/1/1999 1:19:00 AM
From: Uncle Frank	Read Replies (5) \| Respond to of 54805

Squire J, I'm amused by the downtrend in Q. The string of incredibly positive news releases (hdr, one.tel/lu, China, etc.) should be reason for rally, not retracement. I see this as a time to grip tightly to our positions and keep our eyes on 2000, when many of these programs will result in substantial revenue growth. It also offers a nice entry point for those wishing to shift allocation to the thread's favorite Gorilla. The market can do what it wishes from day to day, but long term, growth of revenue and profits will rule out. fyi, I diversified a little more today. We now hold qcom, gmst, ntap, sebl, and qqq. I'm not sure if all will be Gorillas, but I'm convinced all have great prospects, even if as Kings. ndx futures are up 14.5 as we speak. Maybe the dealers will be kind to us tomorrow <g>. Casino opens 8h 15m uf

To: Percival 917 who wrote (11604)	12/1/1999 2:04:00 AM
From: Tlac	Read Replies (1) \| Respond to of 54805

<OT: Re. Books to read> bought Dilemma about 3 months ago and am just now getting to it. Joel and All, Add "Blown to Bits" to your reading list (Evans, Wurster, Harvard Business School Press, 2000). Brilliant insight into precisely how the exploding reach and richness of information is "blowing to bits" traditional relationships among businesses. It sheds light on how to recognize investment opportunities as industries reconstruct themselves, as it reinforces ones belief in the opportunities available to gorilla hunters. Kelly