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


To: Uncle Frank who wrote (1016)4/4/1999 12:24:00 PM
From: LindyBill  Respond to of 54805
 
If they follow GE's path and reward me with 5X increase on my current investment over the next 5 years, I will be one happy astronomer <g>.

I could not agree more, Frank. It is a question of allocation of funds. Here is the way I see it:

I have all available funds in my 401K, so I can move them with no tax consequences.

I expect a run-up in QCOM to 200 this summer, maybe sooner. It is going to be good for a 55% or better growth for the next 5 years.

I am unhappy with being at the mercy of the despotic, flatulent, senile, Judge in MSFT's DOJ case.

I don't want to sell my AOL

I don't want to sell my Cisco.

I am still 48% MSFT.

What to do?

But my MSFT stake into QCOM until after the trial, then look at the situation again.



To: Uncle Frank who wrote (1016)4/4/1999 12:32:00 PM
From: gdichaz  Respond to of 54805
 
To Uncle Frank: Suggested we agree to disagree on Microsoft. These discussion are counterproductive IMO. There is an almost religious fervor re MSFT - pro and con. Who needs it here?

By the way, GE is IMO the best managed single company in the world. Has been and will be an excellent investment - one of the best - but irrelevant to Gorilla Game IMO.

Best personal regards.

Chaz too