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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Wyätt Gwyön who wrote (48955)	11/16/2001 8:05:59 AM
From: Bruce Brown	Read Replies (3) of 54805

so it is appropriate that MSFT should carry a high valuation for being such a great company. my point is that many tech cos are priced as if they were a MSFT, even though they don't earn anything. I cannot disagree with you on that point. We could talk about the speculation days of biotechnology in the 80's when pretty much the ships of Amgen and Biogen floated on into the sunset while all the rowboats with leaks sunk to the bottom of the ocean. The Internet speculation most likely will have AOL and eBay as vessels still floating into the future as the pets.com and whatever.com either sink or pretty much are confined to floating in the wading pool. Likewise, the overcapacity issues of companies that address infrastructure in hardware, software and semiconductors will not have all vessels floating into the future and many are priced more than the journey may be worth. So our job is to continue studying which vessels will continue to float and judge whether or not the price of the ticket justifies the journey. BB

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