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

To: Apollo who wrote (26190)	6/12/2000 1:29:00 PM
From: tekboy	Read Replies (2) \| Respond to of 54805

<<"why of course I own it.....gee, don't you?">> nah, I picked up that dog Citrus instead... if Volt has his Angels, I guess the folks I listen to are Devils... and not the Stanley Cup-winning type either... tekboy/Ares@tooscaredtocheckwhatI'mdown.com

To: Apollo who wrote (26190)	6/12/2000 1:48:00 PM
From: areokat	Read Replies (2) \| Respond to of 54805

PS: for the record, I reinforced Gemstar and added Sandisk last week. Now when the very astute Sir Ares asks how I can predict SanDisk will double (during the Portfolio Survey) when I don't own it, I can at least say, "why of course I own it.....gee, don't you?" Apollo Since you own SanDisk maybe you know why Seagate sold their holdings in SanDisk (They did didn't they?). I just finished the revise edition of Innovator's Dilemma and Seagate's investment in SanDisk was cited as an example of a disk drive maker protecting itself from a disruptive innovation. If this has been addressed please point me to the post.

To: Apollo who wrote (26190)	6/12/2000 2:22:00 PM
From: Uncle Frank	Read Replies (3) \| Respond to of 54805

>> I reinforced Gemstar and added Sandisk last week. I'm with you on SP sndk, Apollo, taking a starter position today at 67 7/8. uf@let'snottellausdauerjustyet.com