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

To: JRH who wrote (1032)	4/4/1999 7:46:00 PM
From: gdichaz	Respond to of 54805

To JRH: Justin. You are a good guy, through and through. Thanks. Hope you won't dump on me re my views on MSFT and INTC. Know this is a semi religious war. Sun Micro is my bet. Sorry about that. But seriously, one of the toughest things I have had to do in my long life is to let go. Pain was selling MSFT to buy CSCO in 1990. Further pain to sell MSFT to buy ASND in 1994. Do I recognize the pain in thinking about selling MSFT now for the Q, you better believe it. But cold opportunity cost - it ain't what you make, but what you miss making that counts - says sell MSFT now and buy the Q. Just IMO. Chaz too. Again thanks for practical help. To Uncle Frank - wish I could have stayed silent re MSFT. Best personal regards.