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

To: Dr. Id who wrote (19611)	3/9/2000 2:53:00 PM
From: hospitalman	Read Replies (2) \| Respond to of 54805

Gildr's next report comes out tomorrow. Anybody want to guess what company will be tomorrow's Terayon? How about NetApp? Wouldn't that be fun? Ken

To: Dr. Id who wrote (19611)	3/9/2000 3:33:00 PM
From: 100cfm	Respond to of 54805

100cfm, He didn't turn you into a oeniphobe, did he? :-) Not sure what an oeniphobe is but if it's a person who can't look at a glass of wine for the next few weeks, then yes he did. My summary of the G&K meeting. 1. Enjoyed meeting everybody in person. I consider it a fact that I met some very special people and look forward to the next get together.(sooner then a year from now I hope) 2. Mike Buckley and Voop enjoy walking in the rain. I found it strange and kept asking why are we not hailing a cab. They both looked at me as if I was the odd one and said that must be a NY thing to want a cab. 3. Lindy Bill put together great entertainment. 4. Lindy's dance partner Edee is very funny for a Phd. 5. Martin from Bavaria thinks regular Becks beer is Lite beer. Doesn't like Johny Walker blue label. 6. Uncle frank made everyone feel like old friends, not one single personality conflict. Should go in threadmaster hall of fame. 7. Chaz loves old Mercedes and made more money percentage wise this week then even Lindy! 8. Dr Id secretly stole the video and is Phsyco analyzing it for referal to the proper authoritites. 9. Freeus kept shouting for more Liberty and wine. 10. There is a search warrant out for the arrest of a thread member who stole a wine glass full of the last of the Opus and walked from the retaurant to the parking lot sipping it nonchalantly. 11. Remember two slow, two fast then spin and then spin back, then two slow and two fast and then this then that and this and that and you're SWINGING. 12. Tekboy gets no credit on charge card for undrunk wine. As far as Q. 1. Agree with Lindy and if I wasn't still in short term capital gain situation I would be selling a good chunk, not all but a majority portion of my Q. 2. Most dissapointing is the dashing of any hope that Nokia will sign on with Q in the near future. 3. Dr J does read the message boards. 4. Dr. J didn't discount Mots 1Xplus as I hoped He would. Just said that they feel they have a good product in HDR. That sort of legitamized 1Xplus as a product in my mind. 5. No feel for when China will resume CDMA rollout. 6. Q is really bad at stage props, Edee pointed out every single mistake. Later 100