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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Bruce Brown who wrote (49379)12/8/2001 8:52:36 AM
From: Wyätt Gwyön  Read Replies (1) of 54805
 
Do you think that the cyclical nature of Intel, Microsoft, Oracle, Cisco, Siebel, etc... would present a sustained opportunity to purchase at a P/E of 17 in the current environment?

do you think the cyclical nature of Intel will prevent it from ever selling at less than eight times sales?

You should have been snatching up the homebuilders in October

more data-mining. you might as well say, "you should have been purchasing Enron at 26 cents and tripled your money in a week". you can say anything you want after the fact, but it proves nothing about what to do ex ante.
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