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: tekboy who wrote (13299)	12/25/1999 10:30:00 AM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

My guess is that Bruce's friends did the right thing in selling their stock. They were uncomfortable with making so much money in such a short period of time with a company they don't understand. If I were to play armchair psychiatrist I would probably come to the conclusion that the unspoken part is the most important -- that since they don't understand it they fear the stock can fall as quickly as it rose. That's as good a reason as I know for selling a stock, not that it might fall but that they don't understand the company. And not understanding the company, their fear that the stock might fall is especially valid. Done stating the obvious. --Mike Buckley P. S. Bruce, good wine is far more important than carpet. Don't worry about it. :)

To: tekboy who wrote (13299)	12/25/1999 12:42:00 PM
From: DownSouth	Read Replies (1) \| Respond to of 54805

Tekboy, I share your opinion on G$. I opened my parents' first brokerage account (since 1987) last week and put the whole kit into G$ at about $64. I figure its the least risk, highest reward potential on my radar scope.

To: tekboy who wrote (13299)	12/25/1999 3:13:00 PM
From: unclewest	Respond to of 54805

So--if Gemstar does indeed have all three elements, and if it is still generally undiscovered by the street at large, wouldn't that make it the single most promising Y2K investment candidate in our stable? tekboy, does that mean we should buy 3x as many shares? i am nearly there. i can visualize several good happenings for G$ near-term. i expect the present news will take 30 days to run full course. finalizing the damage award from gic and announcing a long-term deal with gic will help. concluding the tvgia deal either way. the sudden realization by others that the revenue models being used do not include revs from the on-going rollout of gmst in europe and asia. surpassing the 5 million user mark next summer and the subsequent jump in ad revs, as predicted by stew... yes, the expected crossing of these milestones over the next 6 months is reason enough to own gmst now. beginning next summer, when gmst will be in most new tv's and set-top boxes, the explosion in the growth of the installed world-wide customer base may astonish us all. gmst has heritage stock written all over it. now a word about cree. cree announced a week ago that they are buying a new factory, presently under construction, adjacent to their property. cree expects to occupy this building in june...they also announced the expected ground-breaking on another new factory expected to be completed in october. each of these new facilities is approx the same size as the one in use now. at the last conference and shareholders' meeting cree said they are moving from 2" to 3" crystal growth. and project 4" later. ceo also said they anticipate increasing yield per crystal by up to 300%. the one year growth potential for cree is also staggering. i am very long cree also. i have been selling off the last of my old holdings to conform to a more gorilla and king like portfolio. i decided about 6-8 weeks ago to wait for the new year to complete the job in order to spread out the taxes....what a mistake. the stocks i kept are treading water. the stocks i want to buy more of are flying (qcom, jdsu, ntap, cree, gmst). to delay a few bucks in taxes i missed huge runs. mike has often counseled do not try to time buying these stocks..just buy them. i second that advice. mrs santa claus gave me a cordless mouse today. using it now, how cool. now if logitech would just put a marble on it! wonderful holiday here...took a long, cool and breezy beach walk. happy holiday everyone! unclewest jeez when does the casino open?

To: tekboy who wrote (13299)	12/25/1999 10:27:00 PM
From: Steve Hufnagle	Read Replies (2) \| Respond to of 54805

Regarding selling succesful stocks that have appreciated considerably one cannot help but wonder if the individuals who sell have a fear of failure in the event the stock would drop in price and they fear they would be be not viewed as knowledgeable if they had made an earlier decision to sell before the stock dropped. Of course this might mean they really never were really confident they had an accurate value of the true long term potential or knowledge of the company if they decided to sell it.