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

To: Mike Buckley who wrote (48866)	11/14/2001 2:09:22 AM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

>> But he never said it was a brilliant move. :) Then please honor us with your opinion. Was it a brilliant move? And whassup with this third person stuff? Only guys like Tiger Woods or Michael Jordon have the right to refer to themselves in the third person, and I don't remember you winning any championships lately :-P. uf

To: Mike Buckley who wrote (48866)	11/14/2001 6:33:37 AM
From: chaz	Respond to of 54805

Thread-- But he never said it was a brilliant move. :) Well, he should have. And if he had done, then he could have claimed the credit uf will garner for having beaten him to it. VBG! All of which is to say, if the government can figure out a way to borrow on the cheap, then after 10 rate cuts, the U.S. economy can as well. And it will. I say we're on the mend. I also don't think we can "value" the techs on the basis of recent bad history, just as we couldn't value them on the basis of history just prior. We'll be in the middle somewhere, and as usual, stock prices will be ahead of earnings because earnings are going to grow again. My reasons for saying this are basically two. First, tech represents a growth industry on which; Second, productivity advances depend. That is a powerful combination...and it cannot be attributed to a Coke, a GM, or a Merck. Those firms are the anxious recipients. Techs are the always innovative providers. The "value" disparity (tech vs blue chip) will always be there, but it's not relative to the GG and will never be. We might (will) benefit by opening up on what Tekboy's looking for...tornados waiting to happen. WIND, KOPN, CREE, BEAS, Q...are these the candidates, or elsewhere? Where might the next one(s) be, once the conditions uf asks for are present? What kinds of innovations or disparities would the blue chips find irresistible? Anybody care to offer their hints and reasons? Chaz@nowbacktomybooze.com