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

To: LindyBill who wrote (1397)	4/21/1999 10:28:00 PM
From: marginmike	Read Replies (2) \| Respond to of 54805

hey I have 300 Lwin 1000CNXT and some calls on OXHP and BID so dont tell me I am not diversified. They are a good balance of my 9000 Q shares. I have a ton of cash. my point being is that I would rather have a stock I understand, and believe in then one I know very little about. I have owned recently, large positions in SUNW and EXDS. I know them as well as the Q. I would rather own 4 stocks(my usiall diversification) that I know inside and out, then owning hundreds that I have no conviction in. As I stated before when Q was at 38 I never questioned the future, only if I should buy more. I am currently shopping for 1-4 good companies to amass major positionsd in. CNXT is showing promise. I like UNPH, and EXDS, and ATHM but am concerned about overvaluation. Looks like in the AM I will start accumulating CNXT. It is very difficult for me to buy stocks without Earnings. i have a tough time valuing them. If you can believe it I am also looking at BA and MOT as more conservitive bets. Heck I am a seat of the pants let it ride, all or nothing kind of guy. I would rather make 30 mill on Qcom or loose it all!!!!