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

To: Apollo who wrote (11834)	12/2/1999 10:25:00 PM
From: Mike Buckley	Respond to of 54805

Stan, It's P/E is relatively low, ~ 25-30 or so, and therefore it is relatively undervalued compared with just about any of the other stocks we routinely discuss here. Forget that you mentioned that about Intel. Apply similar valuation characteristics to any stock and the investor has to make a decision. Is the stock at a relatively low PE because the company won't grow as fast as those higher valued companies? Or is the stock at a relatively low PE because it's undervalued? Oh how I long for the day of finding another Qualcom with a PEG of 1.0. Now THAT's value! --Mike Buckley

To: Apollo who wrote (11834)	12/2/1999 10:32:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Uh oh. Stan nailed me when he spilled the beans that I discussed a value stock. I wrote that we talked for a long time and never once discussed a stock or a company. I should have said he didn't do that. That was me who talked about Rainforest Cafe for a few minutes. But when was the last time you sat with a saavy investor and the only stock you talked about was the worst-performing loser in your portfolio? :) Honest, the subject of QCOM never came up. Hard to believe, but true. --Mike Buckley