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

To: Jacob Snyder who wrote (51888)	7/6/2002 8:14:25 AM
From: Seeker of Truth	Respond to of 54805

Thanks for your points. 1.Over and over I look for truly global companies but it almost invariably turns out that our global gorillas make over half their money in the U.S. The effect of a drastic decline in the U.S. dollar would be on US stock prices in general, and therefore CISCO, INTC etc. would also decline significantly. Some foreign stock holders would exit. 2. I don't think the GG ideas are wrong. The general environment for all stocks is the problem. 3. Maybe you are right about this one. Thanks. 4. I mean if SEBL was making most of it's profits outside of the U.S and the headquarters were in Copenhagen as you say and most of the employees were outside of the US and most of the shares were owned outside of the US. Europeans are not as brave with the credit card(yet?) and the Euro is rising with respect to the dollar and the other factor which you very diplomatically didn't mention isn't present there. Indirect thanks to Uncle Frank for your great tact here. BTW I'm no short. I cheer when the gorillas go up, even though I don't own them for the present. The gorillas not only represent the fortunes of all the nice people on this thread; they also in a general way represent the future of technology, which is a good and great thing.