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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who started this subject	2/14/2001 7:21:09 PM
From: kumar	Read Replies (3) of 54805

on GGListserv, Geoff Moore suggests "cash is best right now" : Gang, I think we are closer to the middle than to the end of the unwinding of valuations in the tech sector. Partly this is due to the trials of the tech sector customer bases in the carrier space and previously in the dot.com space. Partly it is due to the withdrawl of the wealth effect and the chilling in the consumer mood. But I think a very large part is a change in attitude among institutional investors about valuation metrics. As I have said earlier (I think), I do not think the sector bottoms until the P/S and P/E ratios of tech stocks begin to parallel those of stocks outside the tech sector. At this point, the sector would be deeply undervalued, but until we get to this point, I do not think it will be allowed to rebound. Needlessly to say, after we pass this point, gorilla game buying is a huge win. But until then, cash is likely to be the most profitable equity on the block. Geoff To unsubscribe from this group, send an email to: GorillaGameDiscussionList-unsubscribe@egroups.com To subscribe to this group, send an email to: GorillaGameDiscussionList-subscribe@egroups.com

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