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

To: chaz who wrote (22713)	4/14/2000 6:04:00 AM
From: stockman_scott	Read Replies (2) \| Respond to of 54805

An Excellent Article on 'Rational Exuberance'... aol.smartmoney.com. Here's my favorite passage... <<...this sell-off has provided a wonderful opportunity for those quality technology companies - the Suns (SUNW) and the Dells (DELL) and Oracles (ORCL). It's not time to abandon them because of this sell-off. Quite the contrary. Again, just remember 1998. Anyone who held on to a Cisco or Qualcomm back then (a time when the future for stocks appeared to be much bleaker than now) was rewarded. Since July 1998, Cisco is up almost 300% and Qualcomm nearly 1,500%. And the Nasdaq is up 95%. I'm not saying that we're going to have some miraculous immediate market bounce-back, but over time the tech leaders that have been dumped in the last few weeks will be higher. Mark my words. If you're holding good stocks that have been pummeled by nothing more than this momentary shift in sentiment, then sit back and try to relax. We were in a bear market not that long ago, and we lived through it. We'll live through this one, too.>> Best Regards, Scott