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

To: LindyBill who wrote (32304)	9/25/2000 2:12:31 PM
From: MarkR37	Respond to of 54805

Hi Bill, I love watching your portfolio moves. Tell us why you gave up on GMST? Thanks, Mark

To: LindyBill who wrote (32304)	9/25/2000 3:00:43 PM
From: microhoogle!	Read Replies (1) \| Respond to of 54805

Do you expect ADCT to do poorly? If so why. I just happened to pick up few shares and was planning to hold them for few months. If you expect a downward movement, I would appreciate your thoughts.

To: LindyBill who wrote (32304)	9/25/2000 4:31:38 PM
From: gdichaz	Read Replies (1) \| Respond to of 54805

Lindy: When will some of that cash go into the Q? <g>. Are you waiting for a specific event or price action? Best. Cha2

To: LindyBill who wrote (32304)	9/26/2000 8:57:39 AM
From: stockman_scott	Read Replies (1) \| Respond to of 54805

Will DELL ever Disrupt the Storage Market <vbg>...FYI... Message 14453415 IMO, it's way too soon to tell if DELL will be successful BUT I sure wouldn't underestimate them. My relatives continue to own lots of DELL and EMC....they are the LTB&H types... At the moment my largest holding is in AVCI -- a new optical networking pioneer. If its new field trials with its unique TERAbit router are successful the orders could ramp up big time. The company has trials going on with AT&T Broadband, Enron Broadband and Williams Communications...If these firms start buying AVCI products (like I think they will) then AVCI could take some share from CSCO and JNPR at the high end of the router market. Last time I checked AVCI had about 1/12 the valuation of JNPR too....Of course AVCI still has to prove itself and scale towards profitability successfully. In a sense I view it as a venture investment. Best Regards, Scott