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Technology Stocks : Gorilla Game

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To: Mike Buckley who wrote (352)	1/29/1999 10:32:00 PM
From: mauser96	Read Replies (1) of 387

I just discovered a www site run by one of Gorilla Game authors, Paul Johnson. It features some lengthy but interesting reports. I'm printing out the 'Open letter to Warren Buffett"one now. capatcolumbia.com It may be that big growth gorillas are actually undervalued compared to the market as a whole. If the average S&P 500 stock will grow 5% or 6%, and has a P/E of 25 or so on 1999 earnings, shouldn't a company like CSCO growing 6 times faster have a P/E 6 times that? And that doesn't take into account it's unique gorilla status. P/E are higher because of low interest rates and low inflation. Also US companies deserve an extra premium because of our stability, military strength, relative lack of government interference, and the fact that this is about the only country in the world where management has to keep stockholders happy. Big caps deserve another premium for visibility and being mutual fund must buys. That's quite a lot of premiums.

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