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

To: KY who wrote (19595)	3/9/2000 4:40:00 PM
From: Copeland	Read Replies (1) \| Respond to of 54805

Your approach is the epitome of buy high, sell low. Actually, it sounds more along the lines of "buy high, sell higher." It's a strategy that's probably made him quite rich, considering market conditions over the last two months.

To: KY who wrote (19595)	3/9/2000 6:43:00 PM
From: Percival 917	Read Replies (1) \| Respond to of 54805

Hello KY, No offense, but you picked the wrong person to criticize on this thread. When you can show the returns that LB has over the past several years, THEN you might have a leg to stand on. Sir Dancelot has earned the respect of this entire thread and then some with his Russian Army approach. We all wish we could show his kinds of returns. Perceval (mantle picked up again)

To: KY who wrote (19595)	3/10/2000 6:58:00 AM
From: DlphcOracl	Read Replies (2) \| Respond to of 54805

KY: I agree with Lindy Bill's move. The key to his post is that he sold the QCOM in his 401K (non-taxable) portfolio. This makes eminent sense. Qualcomm is the only stock I hold that is down this year. Again, Lindy Bill is correct when he states that there is no evidence of an imminent move in Q's price while there are a plethora of stocks with attractive possibilities. I hold a large stake of Q in taxable accounts and have held it over 12 months so that I can sell at 20% taxable rate. It is obvious that although Q is a great company and a core holding in the wireless sector, its days of hypergrowth are over. It now competes with promising investments in: biotechnology, non-PC telecom chipmakers, internet backbone companies, fiberoptic/broadband companies. When Q recover later in the year (and it will), I will also sell off a major stake of my Q holdings and look for other possibilites.