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

To: unclewest who wrote (31026)	9/3/2000 10:41:27 AM
From: Art Bechhoefer	Read Replies (2) \| Respond to of 54805

Regarding the embedded software issue, one thing I have not been able to discover is the extent to which WIND solutions are used by Open TV, or the extent to which WIND competes with OPTV. The same goes for related companies like Liberate. Can anyone provide more information on this?

To: unclewest who wrote (31026)	9/3/2000 7:40:12 PM
From: gggary	Read Replies (1) \| Respond to of 54805

Unclewest, Would you mind sharing with us, a little more in depth, your strategy of using 3 buys over a certain time period in order to catch the dips? I'm wanting to do this with my next IRA possibly with Ntap, Wind, or Siebel. Are your strategies different for these different industries? I've been watching prices fluctuate since early July and have seen Sebl from 132 to 198, or so. Have I been patient enough to sit on the cash while I wait for these dips? Of course not. But I do want to try this on my next investing round(when I get cash.) There have also been many recent posts concerning valuations of these G&K stocks. I have mixed feelings about how one should choose entry points. Is it true that entry points don't really matter because Gorillas will always outperform anybody's expectations? I am not sure. In an ideal world it would be best to buy great stocks as inexpensively as possible. Thoughts Anybody? Gary