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

To: Uncle Frank who wrote (918)	4/1/1999 3:47:00 AM
From: gdichaz	Read Replies (2) \| Respond to of 54805

To Mike and Uncle Frank: Thanks. Enjoy interchange here. Mike, you are my balance wheel. To me, your views are always most welcome. Maybe if we combined your care and detailed analysis and my "vision" (really jumping into deep water often) we would have a super system. :-) But we are who we are. :Uncle Frank, my long running disrespect for the old grey gorillas is not a matter of thinking they will do poorly - not at all. I was once, long ago, an economist. Most of that stuff was not very useful in the real world. But one concept is - opportunity cost. It is not that the grey gorillas are a bad place to put money, it is that the same money can be better used elsewhere IMO. Namely in the real comers - such as Qualcomm (a slam dunk) or Sun Micro - which is a family or gorillas within the one company IMO. This all is fun and just for Mike's sake I will try to do a bit of analysis in my next post. As usual my enthusiasm for the Q and the need for sooner vs later with it has caused me to hit fast for those who are unfamiliar with telecom equip as the wave of the future, and the Q as the clear, outstanding, once in a lifetime, gorilla for us now. Cheers. Chaz too. Needless to say all this is simply my view, and wise heads do due diligence. With your money, use care, no?

To: Uncle Frank who wrote (918)	4/1/1999 7:31:00 AM
From: John Carragher	Read Replies (1) \| Respond to of 54805

I believe last Nov or Dec was a wake up call for us. I watched aol, emc, athm, yahoo go through the roof all summer without investing in them. We need to change if the market changes. It took some time to let go of some favorites and made some mistakes but overall up 33% for the quarter. I do enjoy the group... take care John

To: Uncle Frank who wrote (918)	4/1/1999 9:17:00 AM
From: gdichaz	Read Replies (1) \| Respond to of 54805

To Uncle Frank: Re opportunity cost. Suggest that lightening on the grey gorillas make it possible to at least watch and then perhaps buy (choke) a few potential flyers. ATHM is one. Also Uniphase (UNPH) is heading toward royalty at least as the key component supplier for fiber optics. Last and really far out - Globalstar and Loral. :-) Cheers. Just for Mike, I will try to explain a bit why - but manana. :-) Manana means "not today" BTW not "tomorrow" :-) Chaz too

To: Uncle Frank who wrote (918)	4/1/1999 10:42:00 PM
From: Mike Buckley	Respond to of 54805

Frank, I bought ATHM some time in December. I don't know what I paid for it but I know it was too much. It's not possible to buy an Internet stock unless we pay too much. :) Thread, Since Qualcomm has everyone interested in new enabling technologies, I'm gonna bore everyone with another mention of Gemstar (GMST). The stock has risen about 25% in the last two days with nine times the normal volume on no news, no public news that is. The best speculation I can offer is that someone knows or suspects something about an end to the lawsuits with their largest competitor. Sound familiar? --Mike Buckley