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

To: DownSouth who wrote (29660)	8/8/2000 4:53:09 PM
From: Seeker of Truth	Read Replies (1) \| Respond to of 54805

Not a response to your post but I notice that your favorite stocks include PMCS. Now there is a beautiful company. It has been a stunningly good investment. They execute superbly. HOWEVER, I can't see why it is a gorilla or even a king. Don't all the IC designers compete strongly against each other? I'm not spreading FUD; this is one of the last stocks in the world I'd ever want to short. Maybe this is a heritage stock which you bought in pre gorilla-game days and have a big tax to pay if you sell? (Besides, it looks almost certain to go up some more, in the short term, anyway.)