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

To: Dr. Id who wrote (33823)	10/26/2000 12:21:30 PM
From: mtnlady	Respond to of 54805

Re: NTAP - I should listen to my intuition rather than my logical half :) Logic told me that NTAP, like SEBL, had survived the last big down at held steady. My gut told me that NTAP was in for a bath. Both will be fine when the market turns around. Still waiting for SEBL to break into the 90's to pick up more. If NTAP breaks into the low 90's though I may have to switch my target! I keep getting a feeling though that SEBL may be the big horse the next go around. With the numbers CRM and Siebel are putting up people are going to start to realize that Tom was right when he boasted Siebel was going to be the largest software application company in the world within a few years. AND they were going to be the biggest without them ever stepping into the ERP/backoffice market. The only 'back office' realm I ever see Siebel in is closer partnership ties with the likes of companies like ITWO.

To: Dr. Id who wrote (33823)	10/26/2000 1:20:08 PM
From: mauser96	Read Replies (1) \| Respond to of 54805

Slightly OT--Ouch, this is very painful to my portfolio. I wonder if this is going to be a factor in the election. Most voters tend to vote the economy (good but faltering) and their pocketbook. The latter isn't going to look so hot when they check their mutual fund and retirement programs . At least Greenspan is getting what he wanted- is this irrational despondency? The market may take a lead from JDSU earnings after the close today. There is the smell of panic in the air, and more margin calls may be out today. I didn't sense real capitulation with the last decline, but we may starting to get it now. A close slightly below 3000 on the NASDAQ would help. Historically over the last few decades buying after Halloween has been very successful, but like everybody else I'm too scared to put much new money in the market. I'm hanging on to my gorilla's. This decline highlights the value of a significant cash position.