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

To: Bruce Brown who wrote (17976)	2/14/2000 6:11:00 PM
From: StockHawk	Read Replies (1) \| Respond to of 54805

>>RE: CREE and others performance << Now Bruce, you don't really think performance going back 20 or 60 months for CREE is relevant do you? It might be interesting, but it's so far before the stock would ever be relevant to the thread. StockHawk

To: Bruce Brown who wrote (17976)	2/14/2000 7:42:00 PM
From: Len	Read Replies (2) \| Respond to of 54805

Intersesting post, Bruce. I am fervently trying to stick with GG philosophy but right now it appears that momentum buyers are affecting the stocks we follow here. Today I did lighten my commitment to QCOM and increased my position in GMST. I considered CREE but was afraid it would be victimized by the momo's at some point. I have bben thrilled with NTAP but that, too, appears to be driven by momentum buyers. So, what's up with QCOM? Len