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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: shamsaee who wrote (20259)	3/15/2000 1:07:00 PM
From: John Stichnoth	Read Replies (1) of 54805

Re MEAD--Of course, that PE is before today's rise. Now it's something closer to 30. But, looking at 5 quarters' earnings against estimates shows a pretty impressive record of exceeding expectations pretty handily. At this point, I can only speculate as to what the product(s) is/are, and what Meade engineers bring to the table. But, it may be mirrors. Would that make sense? Best, John

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