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

To: Mike Buckley who wrote (33361)	10/19/2000 1:07:49 PM
From: tekboy	Read Replies (1) \| Respond to of 54805

I'm reminded that the reason I didn't invest in SCM a long time ago is because I feared the category would be subsumed by ERP. luckily back then I listened to BB instead. 'course, you were right on SEBL, so I'll forgive you. a lot of people in the thread had angst this past Spring about the declining values of their stocks during the previous few months. I hope they took note of the tremendous gains your stocks have had in the previous 60 weeks. While still a very, very short term, it does add perspective. don't it, though. Unfortunately I didn't reap the full extent of those gains, 'cause I wasn't fully invested in those particular stocks alone from day one. But it would indeed indicate, as does the general performance of the two thread indices, that LTB&H of quality forward-looking tech is a pretty damn good strategy, especially if matched to stockpicking by the types around here. tekboy/Ares@sureisaniceday.com