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Politics : High Tolerance Plasticity -- Ignore unavailable to you. Want to Upgrade?

To: Warpfactor who wrote (6935)	8/23/2001 8:47:20 PM
From: Think4Yourself	Read Replies (2) \| Respond to of 23153

Warp, here are some stocks for consideration, along with why ACTM ($9.38) over 80% of the shares shorted DELL ($21.83) 800 lb gorilla, best business model and margins PALM ($3.73) Tanked on Intel/Compaq news but has good product and only currently workable O/S YHOO ($13.26) Who DOESN'T use it? MOT ($18.10) Turnaround story. AMCC ($13.48) If telecom is recovering this is a potential gold mine. Have many others but these are the crem de la crem Only own one stock over $30 and looking to unload it on any rally. Judging from Yahoo CSCO thread shorts are quite scared. This might affect tomorrow's trading as well... Microsoft to Send Windows XP to PC Makers Friday dailynews.yahoo.com

To: Warpfactor who wrote (6935)	8/23/2001 9:11:07 PM
From: hitsoft17	Read Replies (1) \| Respond to of 23153

Warp, you have me pegged, I am 50% in TXN AMAT LRCX VTSS FLEX ORCL and BEAS with the rest in retailers and gaming. I am locked and loaded but no margin ( yet). Again, I plan to be in cash and PMs in less than 60 days ( maybe much less). By the way, if you haven't looked at International Gaming Tech (IGT) you should. They have slots that pay in paper chits and are starting to catch on like wildfire. They save huge chunks of maintenance and coin handling for the casinos. These bastards are, per dollar invested, the most profitable money making machine outside of the US mint!!! If the players truely buy in to these machines, this is another example of technology that must be bought to compete. There will be no choice if your in the gaming business. By the way I recommend TXN ( 100 to 33 ) and FLEX for your list, it should be fun to watch. On the other side avoid like the flu EMC. hitsoft17

To: Warpfactor who wrote (6935)	8/24/2001 1:58:50 AM
From: que seria	Read Replies (1) \| Respond to of 23153

Warp: I know what you mean about beaten down gorillas, although in Gorilla Game taxonomy, only CSCO among your picks qualifies as a gorilla in the first place. I prefer buying into what I take to be better future growth than an existing (book-defined) gorilla offers, so long as I see attractive valuation based upon expected growth. I'd add BEAS, NTAP, and SEBL in that order of current price relative to immediate future prospects and long term value. I own the first two, and am waiting on SEBL because I expect it to fall further. All 3 could fall another 50% in a tech bloodbath (I'm exercising price discipline now, so we're probably at a bottom). BEAS and SEBL are dominant in their spaces. Neither owns a proprietary open architecture in GG terms, but if Buffett were a tech investor he might say both have sustainable competitive advantages (although it is early to say even that). NTAP competes with EMC. I would not buy EMC. Neither is or will be a gorilla, given their commoditizing tech space. Main competition for BEA Systems is IBM (if IBM goes to 118, I short it and its now-you-see-it-now-you-don't accounting!) Main competition for Siebel is Oracle (well, Ellison's vision of where Oracle will be). I have a (not yet fatal) attraction to the shiny pebbles--in GG-speak those are the up and coming tech companies that don't have success in the bag. In optics, I like ONIS, OCPI, FIBR but already own and will wait for a washout to add. BTW, I look at market cap, not share price. CSCO and INTC are gorillas with low share prices, but what share bloat! Edit: I still like AVNX, especially at these prices, and will add on a Fall downdraft. Will also buy CORV. Each is a poster child for beaten-down tech.