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

To: LindyBill who wrote (28657)	7/24/2000 6:00:14 PM
From: mauser96	Read Replies (1) \| Respond to of 54805

True, but I don't have to hold my nose for most of them... In fact ORCL is probably the only gorilla I haven't owned in the last few years. This year continues to show gorilla power. On a NASDAQ down day like today I'm down a bit less , on an up day I'm up substantialy more.

To: LindyBill who wrote (28657)	7/24/2000 10:00:49 PM
From: DownSouth	Read Replies (2) \| Respond to of 54805

ORCL is one of the few genuine gorillas. I should have held my nose and purchased it when it was cheap. LindyBill: Famous last words of everyone who does not buy in on a Gorilla! I must admit that I have, from time to time, seen ORCL field operations up close and personal. It is an intense sales organization. It is not necessarily a pleasant environment, but it is an aggressive, high pressure one. I have never admired LE, but always realized that he is obviously doing something that works. I dealt with ORCL in the early to mid '90's and found them difficult to do business with (as a re-seller). One reason was probably because I was dealing from a weak position. The whole thing was not attractive to me and that has bled over into my investment decisions. I have owned ORCL from time to time, but always sold so that I could go long on something more exciting to me. Another lesson learned in the impact of emotions on my investment decisions.