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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: johnzhang who wrote (30365)	8/24/2000 6:09:11 AM
From: shamsaee	Read Replies (3) of 54805

John I have to respectfully disagree with your valuation.It is much easier to grow your sales from 100m to 200m than from 1 BIL to 4Bil.The networking sector has other players and it is misleading to believe that jnpr will pick up 40% of it by 2003.If that were true then that would probably put them past csco market share in 2003 because others like extr,newp,rbak,scmr are also gaining market share. It is extremely expensive due to the fact that the market is so fickle with a handful of stocks that are moving up and everyone is pilling into them. If I could ask myself what I learnt this year,it would be the fact that no matter how much you like what a company does you should keep some perspective and guidelines on how much is it worth.Most of us have this desire to be fully invested and jump in at silly levels where a little patience will pay off in most cases.Nothing goes up in a straight line and in most cases the best returns come from stocks that are beaten down and hated but with fundamentals intact. Just MHO.

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