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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Pirah Naman who wrote (36110)	12/7/2000 1:50:00 PM
From: Bruce Brown	Read Replies (1) of 54805

Pirah wrote: I don't follow these "Godzilla" type companies, but I agree with your message. If a company has great strength, it will be reflected in its free cash flow; if it doesn't have great free cash flow, how great can its strength be? True. There's really only one company that in the past was able to print cash better than anybody else. That company was Microsoft. We all know the history of MSFT from 1986 to present. Due to the nature of a software company's business model, the metrics always are in a league of their own. Simply based on an apples to apples comparison from the metrics and cash king margins - Yahoo! is an amazing machine. I'm anxious to see what develops over the next 5 or more years - especially after Wall Street finally agreed with the authors and corrected the valuation. BB

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