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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: chaz who wrote (46387)	9/10/2001 5:22:20 AM
From: Bruce Brown	Read Replies (1) of 54805

I'm shorting SEBL and BEAS, and considering HD, ANF, and am looking for additional shorts in retail. Hardly GG behavior, but I feel now this will restore some of my capital, which unfortunately isn't mine anymore. Not that it doesn't mean continued correcting of the stock in the current pessimistic sell-off, but Barron's had a mention of BEA Systems on a valuation basis this weekend: marketwatch.com "Barron's cover story features a roundtable of analysts assessing the past year's tech wreck. Among stocks receiving favorable mention based on valuation and market positioning were e-commerce system builder BEA Systems (BEAS: news, chart, profile)...." I haven't read the full article, but it might be worth taking a look. Take a look at the revised earnings estimates of technology companies and calculate the forward multiples that some of these stocks are trading who have products in various stages of the product adoption life cycle. Some, both on a trailing as well as forward estimated revised earnings, might present half way decent longer term opportunity if the sell-off continues and one has the fortitude to apply gaming principles and longer term holding attributes. BB

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