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

To: Mike Buckley who wrote (27109)	6/30/2000 2:07:19 AM
From: tekboy	Respond to of 54805

you could start your pullback by refraining from those juvenile mewlings over on the real thread... ctb/A@thissoundslikeanotherpreannouncementtome.com

To: Mike Buckley who wrote (27109)	6/30/2000 9:47:19 AM
From: Bruce Brown	Read Replies (1) \| Respond to of 54805

RE: "John Phillip Sousa" Buckley All the best in your musical composition endeavor. Music is the heart and soul of life. Without it......oh yeah - I forgot about golf. No need to respond - just start humming some tunes and laying them out on the page. BB

To: Mike Buckley who wrote (27109)	6/30/2000 2:18:37 PM
From: LindyBill	Read Replies (2) \| Respond to of 54805

Great news on the music, Mike! You know my feeling that the Arts are life, and everything else is "just showing up". I am busy getting ready for my Grand daughters 13th birthday here at my place Monday night. I have about 100 dancers showing up, (God, I hope that is all, it could be 150). On top of that, I have a film crew from SC coming to do a "shoot" at the party, for a short Documentary. I just had a glass door cooler delivered and set up on the deck, a "True" commercial model, and have stocked it with 15 cases of drinks. Mainly Hansen and Crystal Geyser, my crowd does not drink much soda. It is a really great party item, people can just go over and get what they want, no ice or mess. Cost me $1600, but it is worth it. LA Times article today on Q's layoff. Looks more and more like Q is going nowhere fast. latimes.com I have reached the conclusion that Q is going nowhere for the rest of the year, and decided this morning to "Russian Army" my portfolio. I was going to wait until fall, but I decided now was the time. I sold off QCOM, DISH, ITWO, CMVT, QLGC, RFMD,TERN, VRTL and some other minor positions. These were about 8% of my total portfolio, and were my biggest losers. I put 2/3rds of the funds from those sales into CSCO, ORCL, and SUNW. I also finally decided to take a 2% position in RMBS. I am holding on to SNDK and GMST, even though I have a significant loss position in them, for now. I intend, by fall, to be down to about 10 stocks, all in the Gorilla, or very Strong King, category. My foray this year into shiny pebbles, in an attempt to spread the risk, was a mistake.