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

To: Gary L. Kepler who wrote (1470)	4/24/1999 11:46:00 PM
From: TShirtPrinter	Read Replies (1) \| Respond to of 54805

My compliments to this thread. As a longtime QCOM holder, naturally I have ventured over. Your discussions are excellent and I am really impressed with Teflon's handling of his mistake. Did I remember Uncle Frank was going to do the Gorilla dance? Please post a video link. Traditional wisdom has been telling me I was too heavily weighted in the Q. In the back of my mind I knew you folks were here to help me figure out where and when to diversify a bit. Thanks again, Tony

To: Gary L. Kepler who wrote (1470)	6/20/1999 1:02:00 PM
From: Mike McFarland	Read Replies (3) \| Respond to of 54805

Speaking of which--how about Affymetrix, maybe not a Gorilla, but it seems to fit the description of King (market leader) for gene chips, and maybe probe arrays (?). Here is a post to give folks on this thread a feel for what you can do with this stuff Message 8195304 I realize that biotechnology investing is not fashionable--the subject rarely comes up on this thread. But I should think there is a place for a few more gorillas in biotech--besides just Amgen and Biogen. And we know that big pharma would like to fill up their pipelines--there is certainly room in the neurobiological area for better drugs, and cancer certainly has not been licked yet. What I like about biotech, is that there are so many possibilities for that "discontinuous innovation". Thread: Please don't interpret this message to mean that I want to in any way make a case for selling the big tech stocks, merely suggesting that bioTech is also interesting. For the longest time I argued against owning MSFT or DELL, well, I was wrong. I admit it. I never loaded Linux on my PC, I scrapped OS/2 long ago, and with W95 the only reasonable platform for PC gaming, I've nowhere to go. I may load Red Hat after I buy the new Playstation, but until then, I am most certainly not here to argue against owning the big techs that everbody loves. For sure, I'm not buying them, but I certainly cannot say that they suck...