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

To: Jacob Snyder who wrote (53220)	12/3/2002 3:23:01 PM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 54805

Jacob, Agreed with you on ARMHY and EMC both of which I am long at this time. No comments on others Jurgis

To: Jacob Snyder who wrote (53220)	12/3/2002 5:19:13 PM
From: chaz	Respond to of 54805

Jacob... Agree QCOM: Sold in my son's Roth yesterday. Agree NTAP: Long, will sell in 25-30 area Holding CTXS, will sell and go short 15-17, cover 8-5. SNDK: Will short 30-35, cover 13-10. chaz

To: Jacob Snyder who wrote (53220)	12/3/2002 7:35:32 PM
From: sal99	Respond to of 54805

Jacob, Are you not aware that pro forma numbers are distributed in addition to GAAP numbers? You are free to ignore the pro forma numbers. Why do you want less info? --Sal

To: Jacob Snyder who wrote (53220)	12/3/2002 9:40:53 PM
From: Uncle Frank	Read Replies (3) \| Respond to of 54805

Looks like you've got your channels well defined, Jacob. It's a trader's approach, but having watched you over the last few years, I'm know you're attentive and disciplined enough to capture some good returns from it. The bigger issue, for me at least, is whether these companies have retained their long term competitive advantages through this long bear market period. The analysts have been claiming that a new wave of leaders will emerge as we cycle into the next market phase. What's your take on the 7 stocks you're following?

To: Jacob Snyder who wrote (53220)	12/4/2002 10:15:40 AM
From: Trio	Respond to of 54805

Jacob: Long NTAP, QCOM, JDSU (and others). I bought today on what appears to me to be profit taking after what was essentially a two month run up. I formerly "traded" more frequently but am much more of an accumulator presently. I find losing the war on terrorism a bit of an over statement. Unless you work inside an intelligence agency (puns are not welcome) you really don't know what is being won or not won. The media is not reliable as they would rather have a "story" than present fact, having forgotten that one of the major responsibilities of a free press in a democracy is to present and provide facts to keep the government accountable to the public. That said, I do agree there will be more "exogenous shocks" to the markets.... I also think it will snow in the mountains this winter. Regards, TRIO