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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mike Buckley who wrote (40341)3/13/2001 10:38:44 AM
From: Judith Williams  Read Replies (1) of 54805
 
Mike--

change "risks" to "volatility" and I agree.

The important part of tekboy's comment was "when the bubble bursts." Beta does wonders in an upmarket. But there is a hungry piper to pay in a down one. To me, that's the ticket for admission to an intensely interesting and potentially profitable game.

Sure I paid too much for Siebel. But, as a business proposition, it's a hell of a lot more interesting than a company than sells sugar water, has a PE of 60, negative earnings growth and revenue growth of 3%.

--Judith
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