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

To: Mike Buckley who wrote (15216)	1/15/2000 12:03:00 PM
From: Eric L	Read Replies (2) \| Respond to of 54805

Mike, << A special thank you goes to chaz for taking the leadership role >> ... yes chaz (not Cha2 who I mistakenly credited with starting this initiative a few days back). Darn it. They look so much alike <g> << I'd like to suggest that we call it Project Hunt >> I like that handle. May I second the suggestion that we call this initiative Project Hunt? - Eric -

To: Mike Buckley who wrote (15216)	1/15/2000 12:30:00 PM
From: Rickus123	Respond to of 54805

Project Hunt In honor of the great Marlin Perkins, how about Project Wild Kingdom? They would always catch animals in the wild, put them in their database and tag them so they could be monitored after they were released. I think I even remember Marlin once going into a commercial break with the following segue: "While Jim is wrestling gorillas in the jungle, we know you are wrestling with your investment choices". --Rick

To: Mike Buckley who wrote (15216)	1/16/2000 8:24:00 AM
From: chaz	Read Replies (3) \| Respond to of 54805

Or how about project GANG...Going After New Gorillas...what we need here is another cute acronym. :)ggg It is exciting...and there were some good(?) companies that were not suggested...I'll rattle off a few...ETEK, OCLI,EMLX,SLDI HLIT,ORTL...all of these in the fiber area. Probably all royalty, and all doing screamingly well...but I'd like to know more about each of them anyway. LUMM...mentioned very briefly a long while ago when it was $l.50...a BB stock, in optics, supposedly with a new way to make chips that is faster, cheaper, and suitable to production techniques. Molex owns a piece, and it's trading in the low 20's. (Not a reason to look, as Mike correctly pointed out, but wow....somebody knows something. I no longer think it's a pump and dump.) Chaz