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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: James Wamsley who wrote (23406)	4/24/2000 8:43:00 PM
From: Mike Buckley	Read Replies (1) of 54805

James, Although not a G&K company, my pick is based on the projected growth in semiconductor mfg. and AMAT's underevaluation (YPEG ratio of .36). With highly cyclical companies, the PEG and YPEG generally don't work very well. In fact, a low ratio usually might not be a good time to buy and a high ratio might be a great time to buy if you understand how the ratios work and the nature of cyclical industries. You might want to see if the Motley Fool gives a detailed explanation of the reasoning behind this in their area about "Valuing Stocks." --Mike Buckley

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