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

To: Daiju Kohno who wrote (919)	4/1/1999 3:30:00 AM
From: gdichaz	Respond to of 54805

To Daiju Kohno: Hey, sometimes I forget how old I am. Chuckle. By old gorillas I meant really really old - the likes of Oracle, Microsoft et al. (And even the King Dell - never a gorilla IMO). Chaz too.

To: Daiju Kohno who wrote (919)	4/1/1999 12:13:00 PM
From: Uncle Frank	Respond to of 54805

>>DELL's my #1 position, but I'm thinking of selling some to raise cash for an eventual QCOM purchase when it dips (all this excitement on QCOM has got me thinking about wireless). As a loyal Dellhead, what do you think <g> Kohno san, when it comes to investing, my only loyalty is to my portfolio value <g>. I moved 40% of my dell holdings into aol and csco 10 days ago, and wrote calls on the balance. So far it has been a good move. I think dell will come back with a vengance in May, after earnings are reported. There is also a chance of a big announcement with IBM. IMO, we are at the bottom, which is a good time to buy, not to sell. I'm going to buy some qcom, but I have to figure out where to get the money. I'm pretty evenly balanced between dell, csco, aol, and msft - and don't want to sell any of them at the moment. It's a good problem. My best prospect is the chunk of cpq april puts that I'm holding. If cpq tanks, as I expect it will, I'll have my qcom stake without robbing from my winners. Frank