Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: LindyBill who wrote (1893)	5/12/1999 3:23:00 AM
From: Uncle Frank	Read Replies (2) \| Respond to of 54805

>>I will follow the run up, if we have one, and move some money out. I'm going to be in lock step with you this time, Bill. But the question is, where do we plant the new seed money. I've already got enough Q to make me very comfortable in my dottage if Mr. Buckley's qcom/csco comparison holds true to any degree, and you won't let me put any money in the computer sector <g>. There have been some interesting nominations recently; which do you find interesting? Frank

To: LindyBill who wrote (1893)	5/12/1999 1:51:00 PM
From: LindyBill	Read Replies (1) \| Respond to of 54805

Couple of comments on today's Cisco report. To amend those comments, management was extremely bullish for Cisco in the meeting last night. I think this is the reason for the 5+ move so far today. Mr Fun has a interesting post on the Cisco thread. He is very "pro-LU, but is admitting that Cisco is doing better than he expected. I will ride this move up, but Cisco has not been able to hold a PE above 80 without drawing back, so I will keep this in mind in deciding what to do on it. (80PE as normal? This statement would have got me committed 10 years ago.) with 5+ on both Cisco and Q, you can imagine my state of mind today!