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

To: Teflon who wrote (2036)	5/18/1999 11:57:00 AM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

>> SFE is getting ready to take off Teflon, I think the whole tech sector is in the late stages of countdown. Liftoff will take place this afternoon if the Feds doe the "right thing". Keep an eye on Dell today; it's trading up on moderate volume just waiting to make its move (I hope). The King (cpq) has been dethroned, and the market is waiting to see if Michael is ready to step up and claim the crown. And Mr. Softee should move in tandem if Dell posts a blowout. Frank

To: Teflon who wrote (2036)	5/18/1999 12:02:00 PM
From: gdichaz	Read Replies (1) \| Respond to of 54805

To Teflon: You follow SFE more carefully on a daily basis than I do, since I am a buy and hold investor, and bought a chunk to (hopefully) permit participation in future IPO's as a bonus to the bright future I see in SFE itself. Actually SFE is a very interesting case worth examining on this thread. What is it? It does not seem to fit the definitions of a gorilla or royalty so I dreamt up "Significant Other" as a way to get it discussed here. Curious what others think. Chaz too PS I very much second your positive view, especially as a way to participate in the internut craze in a way that is perhaps slightly less risky - but not exactly conservative either.