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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: DaYooper who wrote (54565)	11/2/2003 3:12:39 PM
From: Jurgis Bekepuris	of 54805

>I believe that Cisco, Intel, and QUALCOMM will >substantially outperform the stock market as a whole over > the next ten years. As much as I would like to contradict this claim, I realize that I don't have a clue about "stock market's" performance in the next ten years and the companies mentioned have all fallen from my circle of investment: Intel and Cisco due to non-stop advocacy against expensing of stock options, which I believe is management's insult to their shareholders. Qualcomm due to have never demonstrated above 15% ROE. I glanced briefly at my CSCO estimation and with projected 4% annual return for the next ten years, I am not interested in buying it and would sell it if I held it regardless of option issues. There are speculative scenarios that would make the return much higher, but I would not bet on them. Therefore, let people evaluate your statement for themselves. If they subscribe to it, they can follow you in buying the companies you believe in. Jurgis

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