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

To: LindyBill who wrote (16717)	1/28/2000 6:57:00 PM
From: midwest5	Respond to of 54805

This market is starting to annoy me! As one that quit his day job before the "Gorilla Game" was written, I was using some of my "play around" money to play the game. When the gg portfolio grew into some serious money had to do some estate planning and figure out which charity would benefit. If this keeps up I may have to rejigger the plan. BTW Lindy, When you saw my portfolio, you said all I had to do to be a gg'er was get rid of CMVT and HD. I didn't and CMVT was the only green today -- certainly not a gorilla but take a look at a three year chart. Still a ltbh type but at my age long term is relative. Midwest

To: LindyBill who wrote (16717)	1/28/2000 7:26:00 PM
From: AMF	Respond to of 54805

OT/Lindybill I've been preparing my shopping list, too, but will pare down further. I'd been interested in seeing your rough cut list (if you feel like sharing it). anna

To: LindyBill who wrote (16717)	1/28/2000 9:51:00 PM
From: SOROS	Read Replies (1) \| Respond to of 54805

Dear LindyBill, I would like to make some good buys also, but a good buy to me would be a quality company that was trading somewhere near where it was in November, 1999. Is that too much to ask? All I want is a price that has corrected to near before that meteoric rise less than 3 months ago. Can't you expect a stock to go back 3 months in a good correction? Or, have we not had a good correction? Or, is the rise beginning in November simply irrational greed buying that gave everyone this "buy on the dip" mentality unlike any time before in history? Why do stocks now deserve PEs that only a few years ago would have been considered insane? Amazon is laying off people now. Could Internet projections and hopes been a "little" overestimated? Gartner Group says B2B should be 7+ Trillion dollars. Gartner Group also said Y2K spending would be 600 billion to over 1 Trillion. Seems to me that outfits like this and the brokerage firms are nothing anymore than paid shills almost, simply hyping the next hot thing. Look how they go from Service Providers, B2C, B2B, now B2G, and B2BC for goodnessakes! Fuel cells, software fixes, Linux this and that, wireless, storage --- and it's not just OTC-type pumpers -- it's daily on CNBC. They give audience to balding "analysts" who pump stocks and then say, "Oh, we own one million shares of that." And you can bet they sold while it doubles in 30 seconds while they pump it on CNBC! Sorry if I sound bitter, but this whole market is one big casino and it's being run by types that make Vegas look like Vacation Bible School. When I see that people are mortgaging their homes to buy into this market, it worries me if the unthinkable happens (heaven forbid that stocks actually are valued on anything approaching traditional methods) and this market drops 50%. Sony president says they are grossly overvalues. Microsoft president says same. Greenspan says bubble for years. He should have limited margin or even ended it a long time ago -- very irresponsible. It makes me wonder what the motives really are. We shall see if there is more to it than just "another buying opportunity" in a market that "cannot ever go into a bear." I remain, SOROS