To: Thomas Mercer-Hursh who wrote (30149 ) 8/19/2000 3:57:18 PM From: Seeker of Truth Respond to Thanks to Justin C and Thomas Mercer-Hursh for instruction in how to generate straight tables. You prefix the table with a < and then add the three letters pre and finally a >. The table is followed by the same except for a / in front of the three letters. Also thanks to Tom Chwojko-Frank and others for feedback. As the latter Tom says, much depends on one's risk tolerance AND one's knowledge about the individual companies. When one considers the apparently extraneous need to sleep nights, in addition to the main task of making money, an old conclusion is suggested by Tom's words, i.e. when confronted by multiple gorillas in various domains, choose the companies you are most comfortable with. For example I often have to work on storage problems so NTAP and EMC are naturals for me to own and sleep nights also. I'm not a bit afraid of NTAP's high price; I see enormous growth ahead. On the other hand I've never owned either a TV set or a cell phone so I'm forever a little vague about the merits of GMST and QCOM. In a market down turn I'd feel less comfortable by far with the latter two than with the former two. Lots of us have the opposite feeling. So I own more of the former two, others will own more of the latter two.
