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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote ()12/4/1999 3:48:00 AM
From: pala  Read Replies (4) of 54805
 
Actually Yahoo Finance is showing i2 with a market cap of 9.692B and a P/E of 292 only slightly below Q at a P/E of 301.

How long does the market cap need to exceed 10 Billion for i2 to move up to G&K? It would be nice to see i2 up there for a little while before they are subsumed.

If Seibel or i2 are subsumed, what metric will be used to remove them? Market cap? Just teasing Mike as Seible is likely to go 1st, what with Ellison and all.

I've been rereading Dents Roaring 2000's, in which he states that 3% of the market carried the world into the Roaring 20's, and that 3% 0f the market is now driving the Information Revolution. It occurs to me that many of the the people on this thread may be 100% invested in the top 3% of that significant 3%.

Pretty rare company, with Seible and i2 on the leading edge.

Dent also predicts that this boom will continue until at least 2008.

Doug@thatsokwithme.com
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