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

To: LindyBill who wrote (1877)5/11/1999 11:27:00 AM
From: Teflon  Respond to of 54805
 
LindyBill,

I have always admired your approach...!
BTW, I have no idea if this internet sector is going to correct in the near term or not. All I know is every time these stocks pull back 20%, I have watched them rebound to higher highs. To me, ATHM is one of the best of the bunch (for many reasons). My discussion on SFE is saved for a moment when I have time to put my thoughts down in type. I promised Chaz2 a pontification regarding SFE, the problem I have is I find myself saying things I have typed in the past. Hopefully I can pull up a prior post to satisfy his questions (and Chaz1's questions) on this subject.

If you do not believe the internet sector is going to correct, this is a great time to buy ATHM.

Teflon



To: LindyBill who wrote (1877)5/11/1999 11:57:00 AM
From: Uncle Frank  Respond to of 54805
 
>>If Cisco comes in a "penny over" today, and looks like it is going to lay there, I will sell some

Me, too; I'm overweighted in csco. Otoh, if they announce revenue growth >50% and the long overdue split, we could see the cork come out of the bottle. There's still a chance for csco to shine...

Frank


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