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

To: lurqer who wrote (36811)	12/19/2000 4:37:57 PM
From: Thomas Mercer-Hursh	Respond to of 54805

interesting day. One way to describe the SEBL freefall! I must say, though, that it certainly is easier to look at things like the recent drops of companies like SEBL and CSCO and SUNW, thinking to myself, "what idiots people are for reacting so negatively on such trivial news", versus what I would be feeling if I had been inclined to buy LHSP, for example. Even without knowing about the accounting issues, I knew that I didn't want to own LHSP because I didn't have confidence that the company and product would have a controlling and dominant position, regardless of how prominent within the field they were at the time. With CSCO and SEBL and SUNW, I have that confidence. Nice game we have here....