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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: mtnlady who wrote (33902)10/27/2000 8:12:20 PM
From: BirdDog  Read Replies (1) of 54805
 
I have this nagging feeling that the next downturn we see it will be Siebel's turn to pull a NTAP.

Since MB isn't here to remind us. I'll step in and mention (in a much more simple way) that we should expect this with these two due to valuation. They have both been playing around in the 600 to 900+ P/E range lately.

BirdDog
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