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

To: chaz who wrote (22767)	4/14/2000 6:50:00 PM
From: LindyBill	Respond to of 54805

Welcome to the tech wreck! I have not sold, and will not. I cannot imagine that this will not turn around. Chaz, you may have been the smart one to cash out, but I just could not do it. 1) The figures today did not indicate that much inflation, IMO. 2) The companies we are in are still doing the same as they were 2 weeks ago. 3) Any statement from me as to which way the market will go on Monday would be a total guess. 4) I do not need to sell any stocks for running money for a long, long, time. I think, from reading this thread, that we have some people here were using options and margins, and are getting wiped out because of that choice. I would have been better off, short term, to have been in only the top 5 to 10 Gorillas and Kings. By being in those 10, plus 20 other techs, I am down more. Long term, say 2 years, I think I will do better. The 20 are all in the optical and communications area, and are not real wild. I put together a watch list of Fiber on 3/37, consisting of 24 companies, and it is down 58% since then. That was the wild bunch!! If we are going into a recession,I have guessed this economy totally wrong, and I will have to go back to work next year. But, I still don't see it that way.