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

To: Mike Buckley who wrote (16052)	1/23/2000 10:57:00 AM
From: John Carragher	Respond to of 54805

visx there was also an article in Barrons with a fund manager who sold his investment based on no increase in sales in the last quarter...

To: Mike Buckley who wrote (16052)	1/23/2000 11:13:00 AM
From: straight life	Respond to of 54805

Visx discussion to date has been about the possible patent-busting Nidek situation. The 'growth pause' announcement in the CC last week came out of left field and decimated the stock and of course my investment, which I've since kick out of my portfolio. Next!

To: Mike Buckley who wrote (16052)	1/23/2000 12:00:00 PM
From: FLSTF97	Respond to of 54805

Laser Eye Surgery I read a report recently about a new technique that I think is different than what VISX and Beam are using. It involved using an IR pulse to shape the outer surface of the eye and is related to much better surface mapping. I think it was developed by a researcher at Heidelberg University. Apparently he has a contract with the US Navy to try to improve aging Aviator's failing vision. If I remember correctly he had either a firm or foundation named Vision 20/10. One of the advantages claimed is that they can improve most people's vision beyond 20/20. Also they do not have to cut open the eye so there is virtually no chance for infection. I don't really know much about this field, but got the impression that this would supplant today's laser eye surgery. Any Visx fans know about this? Fatboy

To: Mike Buckley who wrote (16052)	1/23/2000 12:05:00 PM
From: LindyBill	Read Replies (8) \| Respond to of 54805

My overnight thinking about what to do with my loot is taking a new turn for me. Since I get a lot of interest from people on this board about my investment plans, I thought I would throw out my latest Brainstorm. It is not fixed in stone yet, just the way my thinking is going at the moment. As you know, I am 100% Q at the moment. What I sure I am going to do is: 1) Sell 22% if it and take it off the table. Leave it in some form of bond/moneymarket for running and security. Even if I turned into a really "big spender", that would run me 4 or 5 years. 2) Sell another 22% of it and invest it in other G&K candidates. 3) The above is pretty well for sure. I will make the final decision Tuesday. 4) Now comes the fun part. And I do mean fun! My thinking, as of this morning, is to split it up equally between 6 or 7 G&K candidates, and then "Russian Army" that split as the year goes on. 5) My candidates, as of this morning, would be: BRCM, CREE, EMC, EXDS, GMST, JDSU, and NTAP. I know that goes against my history of holding only 3 or 4, and a couple of them could be considered "shiny pebbles", but I thought I would be enjoyable to follow that many. They are all going like a house afire, and following them all will take up the slack between dances. :0) LindyBill