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

To: saukriver who wrote (32921)	10/8/2000 12:37:00 PM
From: areokat	Read Replies (1) \| Respond to of 54805

No one is piling on gorillas. I am long Cisco and very long Qualcomm. I am not talking about threadmates when I say that there are those that pile on gorillas and they have a competitive reason for doing so. Then we have the baron writers and like adding to the FUD. Remember what they did to qcom? I understand your reasoning and you might be right about intel, I just disagree.Put me in the Apollo and Eric L. camp. I'm still trying to learn how to effectively hunt the gorillas and so I don't give up on them easily especially since most of them have had troubles at one time or another and gorillas are kind of rare. Dell, on the other hand, seemed a clearer case than the one we are talking about now and when LB made the case for exiting dell I understood his wisdom and I sold. I have never be good at timing the market so I've have decided to buy and hold. But I am reading your posts and thinking about your points. Kat