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

To: mauser96 who wrote (27787)	7/12/2000 9:02:10 PM
From: LindyBill	Read Replies (1) \| Respond to of 54805

Had a 3.8% day for my portfolio. Makes me feel good, until I look and see that the NAS was up 3.6%. ELON was my only downer. What the hell is it with that stock? Enjoy your 61 price on QCOM, people. But don't get too excited. PS: when I posted this, I still could not use the preview feature. GD SI, just can't get it fixed!

To: mauser96 who wrote (27787)	7/12/2000 9:07:32 PM
From: gdichaz	Read Replies (1) \| Respond to of 54805

Lucius: True wisdom. Yours makes Avril Harriman's seem dated. Besides he is no longer here, and you and I are. Slighly more seriously, if and that is the big if, you see Qualcomm as both gorilla and disruptive innovator, then time is what is crucial. So the stock makes that irrelevant, but to get most bang for the buck a few far out LEAPS for frosting on the stock cake may be worth trying. And if so, as I have suggested to tekboy, the real bet is farthest out in time and farthest out of the money. But only for Qualcomm and only due to the data wireless / internet timetable using 1X/HDR in speed in 2002. Particularly for old guys like us, if we live through Jan 2003. If not, good for our heirs. Well lets hope that we collect personally - best outcome, no? But again, a mixture of stock and LEAPS is a very "wise" approach (perhaps) - if any LEAPS at all. Best - and respect. Cha2

To: mauser96 who wrote (27787)	7/13/2000 2:10:33 AM
From: Dibbs	Read Replies (1) \| Respond to of 54805

The leading dominator is usually expensive looking compared to lesser lights but worth it I read in the Times (UK) on tuesday about the response to the JDSU & SDL merger and the following comment caught my eye, as well as raising a small chuckle. "However, the shares of Bookham Technology, the UK fibre-optic technology firm, got a boost from the deal. Bookham shares rose more than 10 per cent in London as investors sized up the terms of the SDL purchase and concluded that Bookham looked cheap by comparison" Clear evidence of the lack of understanding of the power that a G/K has.