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

To: MarkR37 who wrote (33778)	10/25/2000 2:23:06 PM
From: mtnlady	Respond to of 54805

"I'm sorry for you that Nortel stock is dropping" Actually it's turned out to be more than 'ok'. Most of my money is in SEBL right now due to the FUD flying around the fiber optic sector. Unfortantely I learned all about FUD through my CREE holdings (no longer holding CREE - waiting for the market to recover now). When I saw the same thing attacking fiber optic in a major way with the Sanawa report are sold most of my NT. I didn't want to be steam rolled again (like I had with CREE). Both CREE and NT will be fine once the market recovers. On a positive note the downturn this AM allowed me to move some of my SEBL money into SDLI (can you believe 220s?). SDLI may get hit again if JDSU or Cisco drops the ball at all (and I do mean at all) but long term this sector is going to be fine and SDLI comes back faster than any of them. Plus it is a backdoor way into the other king of fiber optic (JDSU). Most of my money is still in SEBL with my #2 holding being NTAP. No FUD yet in the CRM sector :) I am a bit nervous about storage though and NTAP's really high PE.