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

To: Mike Buckley who wrote (32483)	9/28/2000 1:11:13 AM
From: tekboy	Read Replies (1) \| Respond to of 54805

I hear you. That's why I'm about to sell my SEBL LEAPS, for about a 200% gain, while holding onto my common. Figure I might get back into some LEAPS again if we tank a bit. One point, however. The Naz in general has been doing poorly of late, even as our storage and application software companies (and QCOM, for that matter) have been doing well. If the Naz does ever start going back up again, don't you think that will buoy companies like SEBL and NTAP, even with their obscene valuations, given that they are considered a) class acts with great fundamentals and b) "new" and forward-looking tech rather than the PC-centric old guard? tekboy/Ares@pleasesay"yes".com