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

To: kumar who wrote (23327)	4/23/2000 8:22:00 PM
From: freeus	Read Replies (2) \| Respond to of 54805

re Elon: I think the problem really is (aside from the price, which of course is alarming if you bought it twice as high, but then almost all our stocks are off 50%), that we've just gotten the annual numbers. I have to review the Fools site on reading a balance sheet but it looks like revenues were up from 1997 ($28,302) to 1998 (32,201) to 1999 (39.7) a little over 20%. Not bad but not good enough for a young growing company. They are still losing money, although losing less (1997 $8.214) 1998 (5,851) 1999 (3907). Still a loss per share though much less 1997 32C, 1998 20C and 1999 12C. OTOH]"The protocol underlying LONWORKS networks was adopted as a control networking standard by the American National Standards Institute and as a standard for train communications by the Institute of Electrical and Electronics Engineers." was one of the milestones this last year. And anyway, can't you tell how testy and grouchy we've all been, even about the already-accepted Gorillas? We're better than the other threads emotionally, but still probably not calm enough, considering.... And I'm no model for what we ought to be saying. Freeus

To: kumar who wrote (23327)	4/24/2000 7:03:00 PM
From: richardmacintyre	Read Replies (1) \| Respond to of 54805

Kumar, After reading the quarterly report I'm not as certain about a potential profitable value chain. How many folks outside of Finland want to talk to their freezer from work, or to have their stoves talking to the washing machine. I don't know. Understand the benefit for offices, but don't get the home connection. I know this is about ltB&H and some of my own angst is that I bought too many stocks too soon and still haven't learned enough about them to be able to defend by past choice to buy them or my current choice to keep them. I'm personally not kicking myself for buying too high but for buying too much too fast. 3 hours of "homework" a night and I still not sure -- that's why I'm here -- and I really appreciate your re-focusing the question. Unclewest has some posts over on the ELON thread, but not being much of a teky it's hard to evaluate whether to take losses on the pre-tornado companies and invest in the G&K's or just wait it out. With limited "dry powder" I realize I only have a few buy moves left. And in an effort not to hurry I'm reading the Roth book on leaps and considering leaps on QCOM to get a bit of leverage towards a real Gorilla.