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

To: Mike Buckley who wrote (24995)	5/18/2000 3:09:00 PM
From: freeus	Respond to of 54805

rediscipline Too true. Something I've been sadly lacking but am attempting to strengthen. Freeus But if the market does as Chaz suggests then the small amount I have still in cash COULD be used for... No, I'll wait, the 30 day contract is a good idea for me, even if the market does tank worse.

To: Mike Buckley who wrote (24995)	5/24/2000 9:10:00 PM
From: chaz	Respond to of 54805

Mike, I'm getting back to your message about my 30-60-90 trading blackout a little late, because I took a little trip to Western NC. There does appear to be a difference between Freeus and myself as to our trading blackout reasons, but I'm not certain you can say absolutely that I'm trying to time the market. Going forward, there are some stocks I absolutely want to own....JDSU, QCOM, PMCS, CSCO, ITWO and GMST. I have SNDK, WIND, RMBS, BRCD, NTAP on the "B" list. It's my feeling that we're headed to valuations we saw back in the mid to late summer-early fall of 1999 on these companies, and for the market as a whole. But, rather than trying to "time" the whole market, I'm looking for a value point that will allow me to feel brave again with regard to these few companies. Now, back to the thread and 350 unread messages. Chaz/Thucydidies