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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Judith Williams who wrote (33386)	10/19/2000 6:00:56 PM
From: Bruce Brown	of 54805

If any of you have rolled up your sleeves and 'hung out' at the CAP@Columbia website, you'll see how important ROIC is as a fundamental driver of a company's valuation. I'm not sure one has to get all 'greasy' as JW suggests, but a little hard work goes a long way in understanding some of the valuations that drive companies like Brocade, Juniper, Network Appliance, Ariba, etc... . Here's a post of Andrew's on the Fool GG board about the opposite directions that Juniper and Cisco's ROIC measurement are heading. boards.fool.com After one has rolled up the sleeves, gotten greasy, seen what's making the engine work and seen what's driving the company - it's the return of investment which is important to get down that highway. How much cash does a company get for a particular amount of cash invested. I guess we could argue about the effect that investment and the return on that investment contributes to the network effect from various angles. BB

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