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


To: LindyBill who wrote (321)2/22/1999 4:43:00 PM
From: The Phoenix  Read Replies (2) | Respond to of 54805
 
Lindy.

Hey!!! Thanks for the invite. yes, a good day indeed. Msft however has some huge challenges going forward and I'm wondering if their gorilla-ness is being challenged.

They've got SUN and HP on the high platforms.

Directory delays are breathing new life into Novell.

Linux is all the rage all the sudden. Everyone is writing to it..you can even buy Linux machines from DELL now!

DOJ DOJ DOJ.. what's up with this? Who knows, but ...

the weight of all these things makes Microsoft one of the few gorillas I currently don't own.



To: LindyBill who wrote (321)2/22/1999 5:00:00 PM
From: The Phoenix  Respond to of 54805
 
Lindy,

Here's a good article on that gorilla Cisco...

excite.com

OG



To: LindyBill who wrote (321)2/22/1999 6:20:00 PM
From: Uncle Frank  Respond to of 54805
 
>>I should probably sell now, and buy on the news tomorrow.

So let me get this straight, Bill - you've changed from a G&K investor to a day trader <g>. I'm going to stay long on this beauty (up 84.53% since I lucked into them on 11/30/98). At the worst, I'll sell some April 100 calls to help lock in these obscene profits <ggg>.

Remember johnd and msft!
Frank