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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Mike Buckley who wrote (4964)	8/20/1999 1:27:00 AM
From: LindyBill	Read Replies (1) \| Respond to of 54805

Thank you, Mike, I am happy to see your version of the numbers. Your PE analysis is obviously superior to mine; I just grabbed the SI number to give us a starting point. I think that the market will support the trailing PE you suggest, and , as you mentioned, the higher the earnings, the higher the PE it will support. One thing the Moore points out is that the market will undervalue a Gorilla like Q. It will overpay for the "dot-coms", but not for Q. What we really lack, IMO, is the ability to do a good analysis of earnings. All we can do is take the brokers reports, average them and try to figure out how much under they are.