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

To: LindyBill who wrote (36980)	12/23/2000 9:41:39 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Lindy, Mike has the best outlook. He is a short term pessimist, and a long term optimist. Do I get a vote about what I think I am? :) LOL! It's probably fair to characterize me that way. After all, I did get up in front of 30 very well informed Gorilla Gamers in March and ask for a show of hands of everyone who thought our Gorillas were getting overvalued. I was the only one with my hand raised. In that context, it might be fair that I be called a pessimist. On the other hand ... :) I hope you remember that I'm the guy who said Qualcomm's stock at $50 is on the edge of becoming a value play and that Siebel's stock at $60 is fairly valued. That's nearly unheard of in the world of such strong Gorillas. Considering that those two companies combined make up one half of my portfolio, it's difficult to imagine that I could be more optimistic about that in the short term. The reason I'm compelled to put your understandably casual remark in the context of something far more serious is because I remain so inspired by what you said when all of us first met you at the thread's first union in San Diego -- that we are a group of optimists to the core who thrive on the joy of sharing our experiences on all levels here. In that context, feel free to call me a pessimist if you think that best describes my willingness to expect that any of my stocks can fall 50% from any price or that pessimism best described my outlook when I declared that most of our stocks were overvalued. But when it comes to the far more important issues that you so clearly articulated in the thread's only official live meeting, I'll always be doing my darned best to emulate your contagious spirit of optimism. So there! :) --Mike Buckley

To: LindyBill who wrote (36980)	12/23/2000 10:49:04 PM
From: Uncle Frank	Read Replies (3) \| Respond to of 54805

>> I just hope that it does not affect our Silicon Valley Companies. They are paying one hell of a lot more for electricity now. Since sebl doesn't build anything, and csco and ntap use contract manufacturing, I'm hoping they won't take too big of a hit in terms of energy cost increases. I'd be concerned about Intel, but based on their learning curve based business strategy, the most I think it will mean is a slowing in the rate of price decreases. uf