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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Bruce Brown who wrote (16754)	1/29/2000 7:20:00 AM
From: Bruce Brown	Read Replies (1) of 54805

Current PSR for Qualcomm has no been lowered to 17.67 from the very high 20's of earlier this month. I only brought this up because Moore/Kippola/Johnson mention in the revised manual about Microsoft and Cisco trading around a PSR of 16 in a 'normal market' in the last few years and up around 18 - 20 on the high end. Let me restate that it was a post on the Gorilla Game listserv digest run by Bill Meade in which Geoff spoke of Cisco and Microsoft's PSR's in the 16 to 20 range. The revised manual simply talks about why Cisco's PSR was hovering around 19.1 at the time of the revised writing and why Lucent's was not that high as well as how this ties in with CAP. Interesting paragraph or two on chimps and their respective PSR's can be found on page 119. Sorry about the memory loss.... BB

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