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

To: Mike Buckley who wrote (1486)	4/25/1999 7:48:00 PM
From: William	Respond to of 54805

Mike: 103% - typical of this market. You turn around and without knowing it you're up 3%. Even on a Sunday afternoon. <g>. William

To: Mike Buckley who wrote (1486)	4/25/1999 8:27:00 PM
From: LindyBill	Read Replies (3) \| Respond to of 54805

I think my approach is more conservative than the approach used by most around here. NOW I understand where you have been! First off, you are out of Tech with 30% of your investments, which I won't do anymore. I decided two years ago that it was tough enough to learn one sector, without learning the industrial, insurance, restaurant, and medical business, which you are in. I finally rejected this "Diversified Approach" BS that the "experts" push. CSCO and QCOM need no comment. EMC is one of our "Gorilla" candidates that took a dive this month. What's up with it? By the way, is INTC going to be competing with EMC in their new business venture? Citrix, Gemstar, and Siebel are three I know, and have stayed out of because they are "Small Cap". They are all off January highs, and are fascinating companies. They should be considered for our G&K list, IMO. You missed my "big mover" AOL last year, but you have some bucks set aside for a pullback. I got out to buy QCOM, and doubt if I will get back in. I got out of SAP last summer right after is listed at about 60, thank God! I really had jumped in big, but when I saw no movement, and, when I realized it had a 380 PE. I ran. I have decided to pass on it, based on my feeling that I do not want to be in any European controlled companies. Same goes for the rest of the world. It is tough enough to make a buck on stocks of companies based in this country, without taking on all the problems of the ones based in the various "Peoples States" around the world. As a matter of fact, my major worry with Qualcomm is the enormous % of their business that is overseas. But, enough of my carping! You really have a "leading edge" portfolio, as I expected. Not conservative at all LindyBill