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

To: Uncle Frank who wrote (39942)	3/3/2001 11:15:30 AM
From: Dr. Id	Read Replies (2) \| Respond to of 54805

Note: Larry S. is one of the leaders of "Z Best Place to Talk Stocks" thread. It's one of the few forums that has maintained a standard of polite discourse equal to our own during the tech crash. Frank, How is it that you know EVERYONE on SI? If I didn't know better, I'd think that you didn't have anything better to do than hang around here... Dr.Id@IrememberthegoodolddayswhenSIwasafunplace.com

To: Uncle Frank who wrote (39942)	3/4/2001 8:55:11 AM
From: Wyätt Gwyön	Read Replies (1) \| Respond to of 54805

My timing is so bad that my nightmare is jumping off techs to join the "defensive issues" just in time for a mass rotation back to techs Uncle Frank, I heard a similar remark from another person who closely follows tech stocks. My reaction is, just as you do not see the tech-stock market as monolithic, but rather spend a lot of time filtering out most stocks in a nuanced approach, so can one also take a nuanced approach to the value market. When they say "defensive stocks" on CNBS I cringe. It is so cliche. It is untextured, vile, monolithic dreck. But there's a whole world in there, which can be opened up just as you experienced with tech stocks.