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

To: Apollo who wrote (25027)	5/19/2000 8:11:00 AM
From: Mike Buckley	Read Replies (2) \| Respond to of 54805

The Red Herring 100 50 Public Companies Akamai Technologies Amazon.com America Online/Time Warner Apple Computer Applied Materials ARM Holdings AT&T Broadcom BroadVision Charles Schwab Cisco Systems CMGI Commerce One Dell Computer eBay EMC Exodus Communications Ford Goldman Sachs Hughes Electronics IBM Immunex Inktomi Intel JDS Uniphase Lucent Technologies MCI WorldCom Microsoft Millennium Pharmaceuticals Morgan Stanley Dean Witter Nokia Nortel Networks NTT DoCoMo Oracle Pacific Century CyberWorks Palm PE Corporation PMC-Sierra Red Hat Sapient Siebel Systems Sony Sun Microsystems Taiwan Semiconductor Manufacturing Texas Instruments United Parcel Service Ventro.com VeriSign Vodafone/AirTouch Yahoo

To: Apollo who wrote (25027)	5/19/2000 1:52:00 PM
From: Jacob Snyder	Read Replies (4) \| Respond to of 54805

where is the bottom on QCOM? The investors who say, "you can't pay too much for a great company in a great industry", are already in the stock, and fully invested. They can't support it. The stock will bottom when value investors, who pay attention to PE, P/S, who don't buy based on earnings more than 12 months out, get interested. People like me, who sold a longterm CSCO holding in 1999 when the stock hit a trailing PE of 100, because no stock is worth that much. Yes, I know, the stock is still far above the level I sold at. My point is that the rules are changing. I would be curious to know what % cash the regular posters on this thread have, and at what price points (for their favorite gorillas) they will put that cash to work.

To: Apollo who wrote (25027)	5/19/2000 2:59:00 PM
From: Doren	Respond to of 54805

Oh, I was laboring under a small misperception. I thought the watchlist actually a midcap list that was a bit more speculative. Thanks for clearing it up.

To: Apollo who wrote (25027)	5/19/2000 10:30:00 PM
From: StockHawk	Read Replies (3) \| Respond to of 54805

OT (and off the wall) >>PS: please post to Squire StockHawk; the only way he'll ever be promoted to the Roundtable from his important though still humble position, will be by taking advantage of these little opportunities such as questions on SNDK<< Wow, what kind of world is this where noble Squires are not permitted to sit at the table? Why do I think SNDK is a good investment? I don't know, I just like the name - Sandisk. I like the SAN part -it sounds cool. And, as I posted earlier I bought QCOM, NTAP and SNDK this week. Why did I buy NTAP - because their business in something called SAN . Yes! As for QCOM, I really don't know what they do, something with phones, I think, but the cool part is - they are based in San Diego. That sound OK San, I mean Stan? StockHawk