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

To: Uncle Frank who wrote (996)	4/3/1999 11:05:00 PM
From: gdichaz	Read Replies (2) \| Respond to of 54805

To Uncle Frank: Don't mean "repeated unsubstantiated attacks" on Microsoft and certainly am sorry if my remarks seem that way to you who I respect. Perhaps I should explain that my investing spans about 40 years, during which I have made every mistake in the book and many not in the book. I do not "hate" MSFT. In fact I owned Microsoft in the late 1980s and profited greatly from that ownership. But I sold some for Cisco in 1990 and Ascend in 1994. Again, opportunity cost. Thought Cisco and Ascend showed stronger growth prospects at the time. That is my simple view now. The Q is a better prospect, nada mas. Think MSFT will do well. Just not as well. Respect and best personal regards. Chaz too. PS Also as an ex economist who did my "analysis" in English not primarily econometric equations - when I did that stuff - I am highly skeptical of numbers as a control. So to me substance and fundamentals control - not earnings reports or balance sheets. Substance over numerical tables. :-) This is just style on my part - what I am. You will never repeat never get the kind of numerical games from me you seem to seek, as they used to say in Vietnam "Sorry about that".