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

To: DownSouth who wrote (27151)	7/1/2000 10:59:33 AM
From: KevRupert	Read Replies (1) \| Respond to of 54805

DownSouth, I would recommend two actions for SXB: 1) buy only mutual funds, and 2) see a minimum of two psychologists for anger management. It's after reading SXB's immaturity that I appreciate more and more the wisdom and thoughts of DownSouth, tekboy, LindyBill, Bruce, UncleFrank, chaz, and the other elders on this thread.

To: DownSouth who wrote (27151)	7/3/2000 2:11:32 AM
From: tekboy	Read Replies (2) \| Respond to of 54805

BRCD, for some reason, doesn't get much airtime around here, so I thought I'd cross-post some of BB's musings on the subject to stir up some discussion. FWIW, he argues that it's comparable to NTAP, in the sense that both might be playing gorilla rather than royalty games and that we won't know the correct classification for a while. Also, he compares the tornado valuation numbers of BRCD with the early CSCO. boards.fool.com boards.fool.com boards.fool.com And since BB doesn't really rate another post, especially since the SOB didn't put me in his class, I thought I'd include these two for good measure. The first is an update of his portfolio survey, and the second is a disquisition on his "work" "habits"... boards.fool.com boards.fool.com tekboy/Ares@plus,heoftenwearsacodpieceandamerkin.com