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

To: Apollo who wrote (12049)	12/5/1999 10:59:00 AM
From: Mike Buckley	Respond to of 54805

Knowing when to get in Dell, and when to get out, would be stupendous. As a long-term investor who abhors market-timing because I'm so lousy at it, I'd like to put that comment by Stan into perspective: don't confuse it with market-timing! In the context that he is suggesting, knowing when to get in and out is based on fundamental understandings of not just the company, not just the category, but also the fundamentals of the game! For a believer in fundamental analysis, that's nopthing short of euphoria. --Mike Buckley

To: Apollo who wrote (12049)	12/5/1999 5:48:00 PM
From: TigerPaw	Read Replies (2) \| Respond to of 54805

It would seem there are many more kings than gorillas Any company that is clearly and without debate a gorilla would also be a target for anti-trust. TP