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

To: DownSouth who wrote (32825)	10/4/2000 11:57:13 PM
From: DaYooper	Respond to of 54805

Thanks for the discourse guys. I would sell some orcl and diversify to sebl if the current valuations, price to earnings, were not so different. For now I'll hold until evidence mounts that orcl is losing the battle. Don't hesitate to point that out, if and when it happens. Rory

To: DownSouth who wrote (32825)	10/5/2000 12:13:32 AM
From: tekboy	Read Replies (1) \| Respond to of 54805

Brownian Motion Belcore the Tortoise has been doing some concise and pithy ruminations on broadband over at the Fool, and I don't think I've dragged all of them over here yet, so here's a recap of the state of play to date for them's as interested: Fat Pipe #1--Core boards.fool.com Fat Pipe #2--Edge boards.fool.com Fat Pipe #3--Data Storage/Movement boards.fool.com (Still to come, like that ITWO Hunt Report: Fat Pipe #4--Fiber; Fat Pipe #5--Optical.) Fat Pipe Investing Advice boards.fool.com tekboy/Ares@l'elisirdamoney.com