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

To: LindyBill who wrote (34117)	10/31/2000 11:36:46 AM
From: tekboy	Read Replies (1) \| Respond to of 54805

This year has certainly been a learning experience for those of us on this board who thought we could do no wrong yeah, well, we still have a pretty durn good collective record, and if we can keep our wits together we should come out the other side in decent shape. I posted this the other day over on the NTAP thread: Message 14678128 Now who knew that NTAP and SEBL would do great during the year, and ITWO and a couple of others, but that so many of our other faves would tank? There would seem to be about as many smart people who are CREE maniacs as there are NTAP and SEBL fans, for example, and given the relative sizes of the companies there would seem to be lots of room to grow, and yet the stock is >50% off its highs rather than making new ones. And JDSU off about the same? GMST a bit less, QCOM substantially more? go figure. Anyway, a moderate-sized group of first-rate forward-looking G&Ks, held for a long time, with minimal screwing around on the side via options, margin, and pebbles, nourished by reasonably ambitious but not insanely exuberant expectations--that's what I've settled on. tekboy/Ares@andifMr.Marketdoesn'tlikeit,hecangofqhimself.com PS I reserve the right to go nuts again when the Naz recovers <GGG>

To: LindyBill who wrote (34117)	10/31/2000 11:52:30 AM
From: tinkershaw	Read Replies (2) \| Respond to of 54805

Lindy I agree with you. GSTRF was my one non "G&K" type investment given its very early stage in the product adoption cycle. I will occasionally buy something speculative, hold it for a few days, feel it out, and then dump it like a load of manuer before it can do any harm. RMBS is a bit different, however. Yes, it is more speculative, but I also think an enormous opportunity if one has to make life a little exciting. For example, INTC just made a statement reported on CNBC that nothing has changed with its Rambus plans. Also, another story on the SI RMBS board by Dow Jones indicates that INTC has dropped plans for an RDRAM compatible "mobile" chip. Again RMBS seems to be the victim of an industry propoganda war and Jack's (author of the EBN story which caused this excitement) notorious use of selective word choice and omission in his continuing and obsessive reporting on Rambus. After studying RMBS long and hard it all comes down to the present litigation. Litigation that RMBS has a large upper hand. Thus I do view RMBS to be very similar to where QCOM was before March of 1999. Just have to wait out the volatility and ignore the 99% of news that is non-gorilla related. Doing so has so far paid off very handsomely. But I can certainly understand the posture of waiting for the air to clear on this one. With this RMBS exception I completely agree. The only time I ever get burned is when I stray too far from the G&K. Tinker