Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Jurgis Bekepuris who wrote (40299)	3/12/2001 2:00:34 PM
From: Uncle Frank	Read Replies (2) of 54805

>> I don't see why tech is better than non-tech. How about the potential for high growth rates for innovative products, or barriers to entry which can lead to sustainable CAPs? KO, with a growth rate of 3%, is selling at a higher p/e than CSCO who is growing >50%. Watch out for the bubble, JB. >> I can't even say I have a reliable 100% solution to valuation. If you ever do, I'm counting on you sharing it with us <gg>. uf

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