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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Pirah Naman who wrote (47868)	10/14/2001 5:33:51 PM
From: Jurgis Bekepuris	Read Replies (1) of 54805

I just received CSCO, MSFT and ORCL annuals. By my calcs conservative forward ROE on them is CSCO 15%, MSFT 20%, ORCL 25%. At current prices and conservative assumptions we are looking at 10 year annual return of 4.5% on CSCO (don't forget CSCO has the most conservative ROE estimate), 7.8% on MSFT, and 6.4% on ORCL. Draw your own conclusions Jurgis - Sold ORCL, may sell the other two.

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