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

To: gdichaz who wrote (13492)	12/29/1999 12:40:00 PM
From: DownSouth	Read Replies (2) \| Respond to of 54805

With the unbelievable run of Q in the last few months, weeks, days, hours (pick one or all), we do need to reflect a bit and remind ourselves of our own fundamental strategies. There is real danger of a sudden vacuum being created by momos taking their profits and giving us some pain. For me, QCOM has lots of value to realize yet. The PW analysis was a good one and sees a price of $1000 by 2001. I am talking to myself here, but I must remind me that I bought this stock to realize its full value as a Gorilla whose valuation is consistently unrecognized by the market. That still holds, so I will hold, even in a severe downdraft.

To: gdichaz who wrote (13492)	12/29/1999 2:05:00 PM
From: BI*RI	Respond to of 54805

Cha2, RE: TLAB and GBLX I don't disagree with anything you say, and I'm not trying to convince anyone of either as potential gamers or plays, and have proposed neither for it. I was asked about my knowledge of the two companies as an investor, so the response. I look for companies that are likely to return superior results in a tech/com sector over a long period of time, as I don't want to sell for tax reasons. In January, I debated TLAB vs. LULU, and put my bet on TLAB, so far I'm right, 98% return for TLAB to 40% LULU. Since following it, I don't think that LULU's fundamentals support it's price. Going forward, I have the same concerns you do, can TLAB evolve it's technology? Maybe, maybe not; so maybe my money's better off in JDSU, Q, or even NT (I'm still thinking on that one). GBLX was a choice over WCOM. WCOM is the market darling right now in data transmission, just like LU is in telecom equipment. I keep hearing how WCOM owns 40% of the internet highways. That can change. GBLX and Annunziata are working on it. Now that WCOM's dinking around with Sprint, and traditional long-distance, and this and that, I've decided on a purer play in GBLX. Actually, I get two plays, with the web hosting scenario. I try to concentrate into the best of a sector, like JDSU over SDLI, etc. My mistake was forgoing NTAP in lieu of EMC, instead of owning both. I thought of it all along, but never pulled the trigger. Downsouth has changed my thinking on that one. Where was he a year ago??? Happy investing in Y2K. Marc