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

To: tekboy who wrote (31255)	9/8/2000 12:52:57 PM
From: Eric L	Respond to of 54805

tekboy/Ares@course,usuallyit'sIdwho'stheannoyinglittledwarf.com << that annoying little dwarf >> Just trying to broaden your outlook ... - ericl@dwarfthrowingcontests.com -

To: tekboy who wrote (31255)	9/8/2000 12:59:25 PM
From: Bretsky	Read Replies (2) \| Respond to of 54805

The portfolio looks nice. I'll have to begin making a similar decision when baby Bretsky is born around Friday the 13th of October. As I recall, your market timing has been in doubt in the past. Maybe you could dive in now and throw a tekboy whammy in there so the prices come down "temporarily" so I can pick up some bargains.

To: tekboy who wrote (31255)	9/8/2000 6:41:33 PM
From: LindyBill	Read Replies (1) \| Respond to of 54805

comments? If you set him up with that portfolio, leave it alone, and continue your present investment techniques, He will be able to bail you out quite nicely at age 18.

To: tekboy who wrote (31255)	9/9/2000 10:41:53 AM
From: saukriver	Read Replies (3) \| Respond to of 54805

tekboy, On your proposed portfolio, QCOM 20% GMST 20% SEBL 10% ITWO 10% JDSU 10% NTAP 10% CREE 10% SNDK 10% I question JDSU as a long-term hold. Having missed most of the runup in 1999, I think it is fully valued at this point. I hold a little. I am struggling with another optical play (BKHM, AVCI, AVNX, BKM, BRW, ???), but none of those fit the G&K model. My concern on JDSU is that at some point the optical network gets built to the point of where it reasonably can be deployed. So, I am not sure about it long-term. Perhaps someone who understands better the optical market can address the risk that the market has a finite amount of gear that can reasonably be deployed. I also think CREE is more risky than your other choices and would go with WIND if you are looking for a bowling alley play. I hold CREE, however so I hope the Creetins spare the invective. NTAP is the third non-gorilla on that list, but that one could evolve if its WAFL technology takes root. If you are willing to throw another king in the mix, consider SUNW. (On this one, I hope Jean Gauthier does not start another "Sun is a gorillla" "Oh no it is not" discussion.) I think Sun just continues to execute and have very interesting technology in Jini, etc. It is poised for a computers everywhere strategy. Again, SUNW is now quice pricey on valuation. [Curiously, I am seeing fewer of Sun's "We are the dot in .com" ads these days.] In summary, consider WIND. And when you get right down to it, shouldn't you just overweight toward QCOM a bit more!! In valuation terms, that just looks like a screaming buy for the long term. saukriver

To: tekboy who wrote (31255)	9/9/2000 5:09:02 PM
From: m2ranger	Read Replies (1) \| Respond to of 54805

I have the following for my grandson. Gblx 20% Qcom 20 Cree 20 Elon 20 Gmst 20 Will only trade out on terrible news. Rick (Pappy)

To: tekboy who wrote (31255)	9/9/2000 6:03:51 PM
From: Bruce Brown	Respond to of 54805

PS I'm thinking of setting up an account in tekbaby's name with an ultra-LTB&H tortoise strategy and no margin or options capability. I'm leaning toward the following initial buy-in, comments welcome: Your kid is in luck, Tekboy. An UTMA or UGMA account will not allow margin. It might do you well to have at least one tortoise in the family. You can be the hare for 2 or 3 years and run to the corner market for Pampers when the supply is low. Your selections look good in spite of not having listed a tortoise stock like Harley Davidson. <ggg> Even the democratic ticket VP candidate wants to buy a Harley! ....Lieberman later told an aide, "I want to buy a Harley-Davidson." dailynews.yahoo.com Try explaining to the child an investment in network attached storage, TradeMatrix™, supply chain management application software solutions, CRM/SFA, CDMA, etc... . Mention motorcycles and watch the eyes light up. They know and understand.... BB