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

To: LindyBill who wrote (15801)	1/20/2000 10:41:00 PM
From: Eric L	Read Replies (1) \| Respond to of 54805

LindyBill, << The first program that I installed when I got a'486 was act >> I first installed ACT! in 1987 on a used IBM PC XT with 1MB RAM and a 10MB Hard Drive running under DOS 2.3. Pat Sullivan's (Contact Software International) ACT 1.0b was the 3rd program I installed. The first was Central Point's PC Tools, and the second was Smart (Smartware from Innovative Software). In the Introduction (page 3) to the revised edition of "Crossing the Chasm", Geoff says: "If in the 1980's two guys, each named Mike Brown, can found two companies nobody today has ever heard of (Central Point & Innovative Software) and bring to market two software products that have hardly become household names (PC Tools Deluxe & Smartware) and still be able to cash out in seven figures, then by God, we should be able to too." Geoff forgot to mention Pat Sullivan who also cashed out in seven figures. He is back at SalesLogix. << it has always been buggy >> If you installed on a new 486, you were at about v. 2.0 for windows, a POS, not only buggy but VERY slow. Contact Software International & Symantec always cured the bugs (but not before inflicting some pain) and made patches available at no charge within a functional version. Symantec pioneered "Live Updates", to boot. << I won't buy an upgrade on either Act or Quicken because they have nothing to offer me but new problems >> Whoa! You are a certified multiple X Quilionaire by your own admission and you won't "Buy an Upgrade". You are a software vendors dream. Live with your bugs! <g> Let me assure you that ACT! is squeaky clean in versions 3.x forward provided you are properly patched and configured. PM me your ACT! version (Help about ACT!) and I will advise you how to obtain a bug free patch for that version at no charge. Please include your OS version. As for Quicken by Intuit ... if you are not properly patched and configured I seriously hope that you do not use it to manage your personal finances. - Eric -

To: LindyBill who wrote (15801)	1/20/2000 10:49:00 PM
From: Apollo	Read Replies (1) \| Respond to of 54805

LindyBill: I posted last December that I would sell about 25% of my Qualcomm and put it elsewhere. I am probably going to do this around Q's earnings on the 25th. My thinking, at the moment, is JDSU, CREE, and EXDS. Whoa, this is momentous. Seriously. For those of us who are way overweighted in Qcom, like me, it will be interesting to hear more of your thoughts. The reasons you might shed some Q are: 1. You believe Qcom share price appreciation will slow down, and you are looking for investments that you expect will exceed that of Qcom, going forward. 2. You're understandably bored of a 1-stock portfolio. 3. You're looking for safety thru diversification. As for your present thinking on new investments, I dumped Lu (after much spousal negotiation) in exchange for JDSU starting at the beginning of Dec., and JDSU is now my second largest position, after qcom. Overall, I would like to thank Cha2 and Tekboy for making the most compelling case for JDSU and for directing me to the Motley Fool's FAQ on JDSU, on that thread. But what finally pushed me over the top was the slide show that KK made to one of the brokerage firms, that I referenced here back in Nov/Dec. You know my feelings about EXDS, which I think will be solid for at least a couple of years, in terms of insurmountable demand for web hosting of mission critical data, by the acknowledged Market Leader. But when it's all done and said, I'm still 75% Qcom. And I've been thinking of staying that way for the rest of this year. But will follow your thoughts closely. stan

To: LindyBill who wrote (15801)	1/21/2000 7:05:00 AM
From: unclewest	Respond to of 54805

My thinking, at the moment, is JDSU, CREE, and EXDS. I may spread it a little further. I will post what I do when I do it. i would be very interested in the why...after you decide. tia

To: LindyBill who wrote (15801)	1/21/2000 1:30:00 PM
From: mtnlady	Read Replies (2) \| Respond to of 54805

Has anyone here done any sort of analysis of GBLX's Global Center(s) versus EXDS? With GBLX's coming dominance (?) of the fiber optic pipelines - both cross continent (water) crossing and now going like gang busters with landlines (frontier, asia deals, new ireland set-up etc.. etc..). I had initially invested in GBLX for it's high speed carrier lines and control (getting there at least) of the 'choke' points crossing the oceans. But now GBLX is mutating right before my eyes into.. ? An EXDS WITH the high speed pipes (i.e. they don't have to buy the bandwidth from anyone)? Which would allow them to offer the fastest connections and the cheapest price. Anybody follow EXDS and can comment on them versus Global Center/GBLX?