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

To: freeus who wrote (19055)	2/29/2000 6:01:00 PM
From: hospitalman	Read Replies (1) \| Respond to of 54805

Well, here's my opinion, free of charge, and worth every penny of it. Yesterday I sold my cnxt, csco, emc, and nok, and bought brcd and more ntap. I spent 80% of the money on ntap. I think the storage business is exploding and NAS will be bigger, at least in the near term, than SAN, and ntap IS NAS. My brcd has done well in 2 trading days, but of course ntap is down a little since I bought it. By the way, my other holdings: brcm, cree, glw, jdsu, pmcs, sebl, lu, sunw, sdli. Ken

To: freeus who wrote (19055)	2/29/2000 9:09:00 PM
From: the hube	Read Replies (2) \| Respond to of 54805

>>What to buy? Think about this, from the WIND conference call today. They talked about the challenges of managing a TRILLION connected devices in the coming years. They plan to be the glue that connects all of these smart devices. EE Times calls them the "600 pound gorilla" of the embedded systems industry". For now, thats ok, but I hope they can grow into a two ton gorilla.

To: freeus who wrote (19055)	2/29/2000 9:54:00 PM
From: mtnlady	Read Replies (1) \| Respond to of 54805

"What to buy?" " Everything? Nothing?" Lol! Someplace in between there I think will do! <vbg!>

To: freeus who wrote (19055)	3/1/2000 12:22:00 AM
From: BirdDog	Read Replies (1) \| Respond to of 54805

What to buy?...Everything?... Nothing?...How do the rest of you choose This exact thing is making me sick about this thread. I can't buy anything because I love what I have too much. And there are so many great choices that come up. I've begun to have nightmares....Just last week I had one about ELON... I went into the office to make a buy...They said I couldn't because I didn't have any more money to invest...I said to give me a margin account...They said I couldn't have a margin on an IRA....I said convert it!....They said ok, but we'll have to sell some of your stocks to pay the taxes...And I started yelling No! No! Don't Sell! And about then I wake up in a cold sweat....My dog staring at me like I really went over the edge this time... RaPle

To: freeus who wrote (19055)	3/1/2000 12:36:00 AM
From: shamsaee	Read Replies (1) \| Respond to of 54805

I have a porfolio of 15 stocks and follow them to the best my ability.I try to have 18% cash(5% now after Elon Buy) and I buy any of the above on dips and rebalance it down the line.I was watching Golf when ITWO took a serious dive,because of the ORCL&CMRC deal with the auto makers.I believe it had gone as far as 129,I ended up buying at 150, which has put my itwo holdings on par with Qcom.I have never had a good experience selling any of the above,even though it had looked like a good decision short term, however long term I have always missed great Returns. Here is the list EMC NTAP BBRC BRCD BRCM INTC QCOM ITWO ARBA JDSU SEBL CSCO GMST GLW(recent buy) NOK(recent buy)

To: freeus who wrote (19055)	3/2/2000 10:54:00 PM
From: Sommers	Read Replies (1) \| Respond to of 54805

RE: What to Buy Attached is a "brief" list of about 100 companies, broken down by market cap. (two months old - much has changed, but is still helpful) Two particularly compelling companies in the mid-range are NTAP and PMCS. Hospitalman mentioned them in an earlier response, and I'd reinforce his suggestion that these deserve serious consideration, if one doesn't own them already. (Obviously, one can't own them all - as someone mentioned earlier being frustrated at the large number of excellent companies and the resulting confusion. Which is where TFM and this Thread has helped me the most.) This link suggests a portfolio building strategy - from the bottom up so to speak, focusing on "The New Paradym," broadband, communications, connectivity, the networked world and the companies that will reap the whirlwind. The link was posted by Stockman Scott several weeks ago, in case you missed it. boards.fool.com