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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: kumar who wrote (37305)12/31/2000 7:03:16 PM
From: techreports  Read Replies (1) of 54805
 
I have a question..As i scan the boards and read various messages on RMBS, QCOM, and JDSU, ect.. i'm wondering which stocks i should buy. Which stocks are true bargains...what are the stocks that can provide the same returns as buying INTC or MSFT in 1994 or 95? What i'm also wondering is what kind of PE and PEG did INTC, CSCO, and MSFT have in 1994 and 1995? Were they lower than today's future gorillas?

Right now, i looking more favorably towards fiber optics, wireless, internet, and chip stocks. These industries have been beaten up and probably provide better long-term investments. Software and storage stocks are still expensive when you look at a PEG ratios. NGN stocks have come down some since Foundry warned i think..

All ratios are from:
marketplayer.com

stock....PEG....next year's P/E
_____________

BRCM....1.28....58.97
AMCC....2.65....109.77
PMCS....1.06....46.68
JDSU....0.94....43.33
GLW.....1.36....37.31
QCOM....1.68....60.59
NOK.....1.67....46.95
YHOO....1.19....52.61
EBAY....1.47....89.14
RBAK....1.44....82.46
JNPR....2.82....157.62
SCMR....2.47....130.38
RMBS....0.70....62.26

______________________

BRCD....2.70....137.57
NTAP....2.31....124.18
VRTS....2.29....104.27
SEBL....2.35....100.80
ITWO....3.69....163.63
BEAS....4.50....189.24
CHKP....1.84....75.37
ARBA....3.60....223.25

Oh, ya..how can i find out how much companies like INTC and MSFT or CSCO were doing in revenue in 1995 and what their market caps were? I would like to compare those companies to today's stocks. I do know that INTC grew EPS at 42% from 1985 to 1999!
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