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

To: pala who wrote (11937)	12/4/1999 5:40:00 AM
From: Bruce Brown	Read Replies (1) \| Respond to of 54805

Just one blatant nitpick for you Doug when it comes to Siebel Systems. It should be spelled Siebel, not Seible. The pronunciation difference of the ei/ie combination would be like the English word 'die' in the incorrectly spelled version of 'ei' as opposed to the way it should be spelled 'ie' which sounds like the English word 'tea'. I know that's confusing for non German speakers. No need to die when we all could be sipping tea. <ggg> I don't quite get the same return that you suggested for i2 over the past one or two years. It's more in the 400% range if you include yesterday's $27 jump. Regardless, Siebel and i2 are two excellent companies that by all outward and inward appearances seem to be doing quite well. BB

To: pala who wrote (11937)	12/4/1999 10:28:00 AM
From: Mike Buckley	Respond to of 54805

Just teasing Mike as Seible is likely to go 1st, what with Ellison and all. Doug, I'm happy to be the source of your entertainment, but the comment about Ellison was a low blow! :) --Mike Buckley

To: pala who wrote (11937)	12/4/1999 10:55:00 AM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Doug and EVERYONE! :) Can you tell I'm getting irritated? :) Stop using sources for PE that don't exclude one-time charges. If you don't know if your source excludes one-time charges, don't use it. Actually Yahoo Finance is showing i2 with a market cap of 9.692B and a P/E of 292 only slightly below Q at a P/E of 301. I didn't bother looking up i2's real PE, but I did look up Qualcomm's. It is 161, not 301. Big difference, huh! If anyone knows of a site that automatically calculates the PE excluding one-time accounting events, please let all of us know. Until then, use quicken.excite.com You'll have to add up the EPS for the four most recent quarters and divide that sum into the price of the stock. But you get a much clearer picture. Folks, using EPS that excludes one-time accounting events is part of due diligence. It's so much at the core of understanding valuation that using a source that includes those events is nothing short of being lazy. End of rant. :) --Mike Buckley