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

To: LLCF who wrote (33564)	10/23/2000 1:51:08 AM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

>> Is this controversial enough? If not, it's one hell of a start <LOL>. Honestly, David, you covered so much ground that it was overwhelming. Allow me to pose one general question. I've been actively managing my account for 5 years, and have heard cautionaries similar to yours many times. If I had heeded them, and stayed largely in cash, I would have missed the opportunity of a lifetime. Are you sure that taking such a bearish stance won't result in the loss of another great opportunity over the next 5 years? Macro-demographics and liquidity would seen to suggest otherwise. Our primary mission here is to hunt for potential primates, confirm them, and then track their progress towards gorillahood. To a lesser degree we discuss investing strategy and market outlook. I hope you'll considering contributing to both activities. Best regards, uf

To: LLCF who wrote (33564)	10/23/2000 2:54:19 AM
From: Dr. Id	Respond to of 54805

Yes, don't shoot the mailman right?? Actually, we don't shoot the messenger. I'm not sure what we do with the mailman.:-) Dr.Id@takingsuggestions.com

To: LLCF who wrote (33564)	10/23/2000 2:57:13 AM
From: Seeker of Truth	Read Replies (1) \| Respond to of 54805

Nobody could rebut your pessimism better than Uncle Frank has so I won't even try. But I noticed one little point that might not be so little. You mention that in the work you are doing at a bank, the faster computer has no effect. I'm sure that's true; you certainly must know. But this is not some general phenomenon, that we are pumping out new technology that nobody needs. I can tell you that in my life a recent move to a faster computer, Pentium III 933MHz, Rambus memory, has made my programming tasks much faster to do. I'm in high gear at last. It's a pain to be unproductive while one is waiting for a compilation or for the results of a small test job. Users of our software who buy a faster computer are much happier. It's a dream come true for me. I can't wait to buy a Pentium IV computer, running at 1-2 GHz from Dell. In my corner of technology there are tremendous gains happening. Your experience isn't necessarily typical. P.S. I forgot to add that these new, much faster computers are a lot cheaper than the slower ones used to be. It's great for our budget. Some of the savings can be used for pay raises.:-)