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

To: Mike Buckley who wrote (26915)	6/27/2000 5:19:00 PM
From: StockHawk	Read Replies (2) \| Respond to of 54805

No, Mike, I was not directing that comment about CTXS at you. I was rather trying to say that if the decision to purchase any stock is to be ratified by the stocks short term performance, then confusion is often the result. Stocks move up and down for many reasons, rational and irrational, good and bad. But we all have the human tendency to think - ah I bought that, it went up, I made the right decision. Perhaps yes, perhaps no. As many of us have said here (and you most of all) what really matters is investing in sound companies with fundamental characteristics outlined in the manual - for the long term. CTXS, or HLIT or INKT moving up does not make the stock a gorilla (of course) just as a fall in QCOM or CSCO does not render the company less of a gorilla. If we are right about the gorilla game and we avoid the stocks that do not make the cut and are able to hold on to the ones that do, through all the garbage, FUD and mishaps, then in the long them, (I hope) we will be rewarded. StockHawk