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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: the dodger who wrote (30678)8/29/2000 11:36:37 AM
From: Uncle Frank  Read Replies (1) of 54805
 
>> "The market can remain irrational longer than you can remain solvent." (John Keynes)

Thanks for that quote, Dodger. It's definitely a keeper.

>> "...But I think Juniper, since it will still be growing much faster than Cisco, will support a much higher P/S (price/sales ratio) in 2005.

Juniper has been an incredible success, and I'm frankly envious of the returns that it's investors have realized, but keep in mind that it has only been in business for a short time and only addresses one (key) product. In my experience, using linear extrapolations of short term growth trends as a long range predictive tool has been a serious mistake. That's why I rely on Gorilla Game metrics to identify my core positions, which points to Silverback Cisco as the clear choice in the Internet Plumbing sector.

There is room for success for many in this huge sector, but there will only be one Gorilla.

jmho,
uf
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