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

To: Eric L who wrote (31321)	9/9/2000 4:59:31 PM
From: LindyBill	Read Replies (2) \| Respond to of 54805

We are very close on Portfolios, Eric, as most of this board is. I hold ORCL and SUNW, and am very happy with them. No SNDK or QCOM anymore. We are always accused of "Groupthink" here, but I think it is more of a "Birds of a Feather" syndrome. As we discuss the options open to us, it just keeps leading us to the same companies.

To: Eric L who wrote (31321)	10/8/2000 10:11:29 AM
From: lrrp	Read Replies (1) \| Respond to of 54805

Eric, welcome back ( or maybe I was away!); selling antibiotics to the Martians-- anyway; what I was wondering is , since you are timing the market and now i guess the more optimistic GK hunters are saying the Naz is correcting ( instead of Down in to a steep place and into the sea); what stocks you are looking at from you list of 20 ; if you could share ; I have been buying Qcom; but have lost courage to buy anymore;(! 10%) I have read most of Moores books but consider myself an average investor at best and have spent most of my time buying the semiequips when TER was18- 9; asyt 14-6 ((It was a knife grabbing experience and painful; I note that Moore refers to financial robustness to tolerate these fluctuations; which is probably a euphemism for being very rich)); but sold and bought back much too early; so I am looking for some other strategies ; ps, I do own Intel and still believe it can produce decent gains--- I see the weather around the Mason-Dixon line is cooling; hope you are well and warm! thanks, steve