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

To: LindyBill who wrote (16662)	1/28/2000 5:59:00 AM
From: snapper	Respond to of 54805

I am in the process of sitting up a portfolio that I can "milk" for retirement money. It is going to include the stocks I have mentioned, plus a few more, plus a reserve fund. I think I will make it public when I do complete it next week. I will also give my rationale for the way it is set up, and how I intend to manage it. LindyBill I am in a similar position, I am gradually migrating to a portfolio which would have been, at one time, almost sacrilegious to me. I have never been 100% one stock, but have been heavy in techs because my background is electrical eng. I will be interested to see what you come up with.

To: LindyBill who wrote (16662)	1/28/2000 8:38:00 AM
From: Eric L	Respond to of 54805

Lindy, << It is very unusual to get an opportunity like Q >> It is indeed and I admire your courage in taking the bold action you did. Congratulations. I look forward to your more conservative action plan. - Eric -

To: LindyBill who wrote (16662)	1/28/2000 9:22:00 AM
From: Mike Buckley	Respond to of 54805

Bill, But, if I had to do it all over again, I would do exactly what I did by going 100% Q last year. There's no question in my mind that you would and that, for you, it would be the right thing to do again. When people ask me about investing, I tell them how important it is to know themselves and to know their stocks. I use your story as the ideal example of both. You will always have my admiration for having done the due diligence on yourself and your stock. --Mike Buckley

To: LindyBill who wrote (16662)	1/28/2000 12:11:00 PM
From: mauser96	Read Replies (3) \| Respond to of 54805

I'm over weighted in QCOM, a situation that seems to be correcting itself rapidly <<gg>>. Of course, I would have preferred it happen some other way. In a way concentration of assets is another form of leverage. I 'm tempted to buy more, but I learned long ago never to average down. (Ownership bias is exceedingly difficult to completely overcome)

To: LindyBill who wrote (16662)	1/28/2000 2:43:00 PM
From: freeus	Read Replies (1) \| Respond to of 54805

re I am in process of setting up I will be so excited to see what you come up with. Unless the mighty Q stays down (I dont believe it will) I will also be leaving my away-from-home-paid-job in June of 2001. I will need a portfolio too that pays bills while still growing.. Maybe just the same portfolio but with always having a year's supply of money needed in cash? I wonder how our other retirees are faring. Thanks to you and everyone for advance information so the rest of us can plan maybe smarter???? Freeus