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

To: LindyBill who wrote (16061)	1/23/2000 12:11:00 PM
From: daffydog	Read Replies (1) \| Respond to of 54805

LindyBill, I'm unclear as to what step 4 means: when you say "split it up" does "it" mean the 22% from step 2, or the remaining 56% that is left in QCOM? MGG

To: LindyBill who wrote (16061)	1/23/2000 2:07:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Lindy, This does not apply to everyone, but my thinking is that the more fun you have following your portfolio, the higher the returns will be. In that sense, I like your idea of adding some companies and using your Rushing Army :) approach. But I hope you also take some money off the table for total safety in the relatively short term. --Mike Buckley

To: LindyBill who wrote (16061)	1/23/2000 2:11:00 PM
From: pkapsiotis	Respond to of 54805

A question to you LindyBill concerning QCOM. I am wondering how you think all this publicity that the stock has enjoyed last year is going to affect the power and speed of this tornado. Doesn't all this translate into free advertisement? I am sure that everyone in the industry is aware of CDMA and QCOM. The consumer though is learning about QCOM and CDMA just now and the success of the stock is accelerating this. Since I am new in this game and investing in general I would like to ask you investors that experienced the previous tornadoes (MSFT, ORCL etc): When do we expect this free advertising to be reflected into the revenues? Is there a lag? If not wouldn't it be prudent to hold or buy more and wait for the next and the next and the next earnings release? Also, and I am not expecting someone to predict the future(although I guess Merlin qualifies) but should we consider the Data related tornado for Q something that should be analyzed separately from the voice one? In other words is it a second tornado or we can assume it is part of one big one. How did it played out with MSFT and the introduction of Office. Sorry about the number of questions but at that time I was playing around with my first PC - plus I was too young to know people can make money on the capital markets. Thanks for your reply Panos Also thanks for your post on the continuous revolution subject. I think your posting the word "conclusion" was well deserved.

To: LindyBill who wrote (16061)	1/23/2000 5:37:00 PM
From: William	Read Replies (1) \| Respond to of 54805

Russian Army < split it up equally between 6 or 7 G&K candidates, and then "Russian Army" that split as the year goes on.> Would you invest the full amount up front in the candidates and then sell the slowest winners to reinforce, or invest part up front and reinforce the best winners with the remaining funds as time goes by. William

To: LindyBill who wrote (16061)	1/23/2000 6:21:00 PM
From: pann1128	Read Replies (1) \| Respond to of 54805

LindyBill, Your list is almost identical to mine except for EXDS. I remember you mentioning that you want to invest in companies showing a profit. What made you change your mind <GG>? Even I have not been able to pull the trigger on the software stocks. There is a compelling argument for growth in the B2B sector. I need to study some more before deciding. Cheers, Piyush

To: LindyBill who wrote (16061)	1/23/2000 6:56:00 PM
From: tekboy	Read Replies (3) \| Respond to of 54805

Ahhhh! A chance to reenter and indicate that I've finally caught up. Gawd, you guys talk a lot! Don't any of you have jobs?!?! Oh, yeah, I forgot, you don't anymore... :0) Lindy, just a thought on your choices: you have both EMC and NTAP in there, which would give you double exposure to storage (redundant) and would track similarly with each other. OTOH, you don't have much exposure to the ultrahot B2B sector. I would therefore suggest replacing EMC (the slower storage name) with, oh, say, ITWO (or perhaps SEBL), to give you a broader coverage of interesting sectors. A few months ago I would have said SEBL, no question, but it's kind of stalled a bit; ITWO, meanwhile--which I got in thanks to BB, Tef, and pala over on the godzilla thread--has been going like a house on fire... FWIW, my holdings now are (in size order) QCOM (with LEAPS), GMST (with calls), ITXC, JDSU, ITWO, SEBL, NTAP, and CREE. bubbleboy/Ares@canwetalkQthisweek?.com

To: LindyBill who wrote (16061)	1/26/2000 12:11:00 PM
From: SecularBull	Read Replies (2) \| Respond to of 54805

Bill, is this still your plan for deploying your QCOM proceeds? beta.siliconinvestor.com Looks like a strong move to me. Are you doing it? Regards, LoF