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

To: LindyBill who wrote (19666)	3/10/2000 2:23:00 AM
From: stockman_scott	Respond to of 54805

LindyBill: Thanks for being so honest about your investing.... I can understand why you sold your Q....It is a great company BUT IMO it is going through a phase where it has to grow into its valuation....DELL went through this in the last 12-15 months....I will admit that I held onto too much of my DELL longer than I should have -- yet, by last fall I was totally invested in other categories and that has paid off....DELL actually seems to be staging a recovery -- in the last week it has been moving steadily towards a new 52-week high on very high volume....I am happy for the company and for the patient investors (some of my relatives still have a lot of DELL)...Right now I have decided not to own stock in firms with market caps much over $100B...Yet, most of my relatives are LTB&H types and are diversified and loaded with many of 'the blue chip tech stocks' -- like AMAT, CMGI, CSCO, DELL, INTC, MSFT, NTAP, ORCL, QCOM, SEBL...etc...A few of my relatives have recently followed my suggestion to trim back their positions in some of their richly valued more mature holdings (like MSFT and QCOM) -- I advised them to add more shares of the younger, faster growing tech leaders (like CMGI, CREE, NTAP, and SEBL). My current investing strategy is to find the sectors that I want to be in (eg. fiber optics, wireless apps, internet incubation, CRM, satellite internet infrustructure, and biotech)....I then search for the young pioneers that I feel are still quite undiscovered....I consider a firms' technology, its business model, its competition, its management team, its growth rates and the projections, and the sentiment for the firm....I really prefer to buy firms with market caps of a few hundred million on up to a few billion....My more mature holdings (CMGI and SEBL) have performed well and have been trimmed back a little bit -- yet I still feel they both have A LOT of upside in the next few years. Recently, I have invested more heavily in younger firms (like XTND -- doubled my position on Wednesday at just under $100 <G>) that I feel have strong fundamentals and very positive momentum. Best Regards, Scott BTW, it sounds like your 'New NAZ Fund' is doing quite well...its fun to try to consistently outperform 'the Pros'...When I get a chance I benchmark my performance vs. the Nasdaq and vs. the top high tech mutual funds. I look forward to your regular updates -- I really learn a lot from them...:-)

To: LindyBill who wrote (19666)	3/10/2000 6:53:00 AM
From: hospitalman	Respond to of 54805

LB I am delighted to see that I own 5 of your newewst purchases:brcd, brcm, ntap, pmcs, sdli. I look forward to your company. Ken

To: LindyBill who wrote (19666)	3/10/2000 10:08:00 AM
From: saukriver	Respond to of 54805

RMBS announces 4-for-1 split, effective 5/24, subj. to SH vote on 5/23/00 cbs.marketwatch.com No doubt shareholder approval is likely. <g>

To: LindyBill who wrote (19666)	3/10/2000 3:16:00 PM
From: H Peterson	Respond to of 54805

Maybe you will make the front page again today. <<Well, it has been an interesting day, to say the least! I knew I had better post my intentions about Q here, but I did not expect to be picked up on the Front Page of SI.>> As I'm writing this post, QCOM is up +12 1/4. Sorry about your bad timing to dump the "Q".