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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mike Buckley who wrote (12716)12/13/1999 6:30:00 PM
From: daffydog   of 54805
 
You're welcome, Mike.

Of great interest to me (and I suspect others on this thread) is what the revised manual discusses just above the "regression towards to extremes" stuff. On p. 315, the comment is made that "HP with some decent work can be expected to get its stock price up, and Sun, despite heroic efforts, can be expected at some point to lose valuation..."

Now, this was probably written around the turn of the year. Look at what's happened since then:

siliconinvestor.com

It may well be true that Sun will regress toward the mean, and that HP will come out of the doldrums, but in what timeframe? Five years? In that period, whether Sun is a king or not, which would you rather hold?

MGG
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