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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Bruce Brown who wrote (48981)	11/16/2001 9:03:53 AM
From: techreports	Read Replies (2) of 54805

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. Bruce, since you've been investing for a long time, what are your thoughts on the new biotech companies that use the gnome or proteins (HGSI..mlnm)? They are not cheap at over 5B dollars with PSR quite high..then again i guess AMGN and EBAY had high PS ratios when they came public and have done quite well.. i do believe valuation matters and i don't like the idea of buying expensive stocks, but then again...many thought Aol was expensive in early 1998 or Microsoft was expensive, ect..

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