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

To: Stock Farmer who wrote (54515)	10/29/2003 4:50:56 PM
From: DiB	Read Replies (1) \| Respond to of 54805

>I think putting money in Cisco and hoping for a 5x return and getting a 20x return should cause someone to take half of the money and tuck it where it ain't going away, take half of the remainder and put it in the next Cisco and leave half of the remainder where it is. Fwiw, if after a large gain one is reluctant to sell the stock, a decent tactic may be to start lowering the cost basis as much as possible. If the stock gets called out in the process, so be it. This approach has worked great for me in the "post-bubble" years.

To: Stock Farmer who wrote (54515)	10/29/2003 5:41:03 PM
From: Bridge Player	Read Replies (1) \| Respond to of 54805

I am pleased to see that you and several others are continuing to post here. Perhaps posters here can continue to discuss investing in technology, complete with discussion of valuation parameters vs. future growth prospects, on a broader range of issues than only those implied by the thread title. For example, we might be able to point out that a certain company might be an attractive investment only at a reasonable price, without fear of being thought of as challenging an investment thesis or causing disruption. IMO such a continuation would be welcomed by many, and perhaps even attract broadened participation.