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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (43542)6/15/2001 6:26:29 PM
From: Pirah Naman  Read Replies (1) of 54805
 
Mike:

Truly, I am not trying to diminish your optimism.

I can't begin to figure out how the market justifies the prices it does

Neither can I. That's why I stick to valuation instead of pricing. :-)

But looking at the numbers you provided for M & C, here we've got two enabling gorillas (both with, according to your numbers, higher margins than your appl gorilla) during the heights of market pricing. That's a pretty rare combination. If that combination isn't matched...

Aren't numbers fun? :)

That they are! Lots.

- Pirah
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