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

To: Bruce Brown who wrote (16754)	1/29/2000 7:20:00 AM
From: Bruce Brown	Read Replies (1) \| Respond to of 54805

Current PSR for Qualcomm has no been lowered to 17.67 from the very high 20's of earlier this month. I only brought this up because Moore/Kippola/Johnson mention in the revised manual about Microsoft and Cisco trading around a PSR of 16 in a 'normal market' in the last few years and up around 18 - 20 on the high end. Let me restate that it was a post on the Gorilla Game listserv digest run by Bill Meade in which Geoff spoke of Cisco and Microsoft's PSR's in the 16 to 20 range. The revised manual simply talks about why Cisco's PSR was hovering around 19.1 at the time of the revised writing and why Lucent's was not that high as well as how this ties in with CAP. Interesting paragraph or two on chimps and their respective PSR's can be found on page 119. Sorry about the memory loss.... BB

To: Bruce Brown who wrote (16754)	1/29/2000 9:21:00 AM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Bruce, With all those international broadcasts to filter out, I'm glad it was you setting it up and not me. My wife would tell you that you'd also be glad it was you and not me. :) About those PEGs: Siebel -(PEG 1.2) Qualcomm - (PEG 2.1) There are a lot of different ways to run a PEG ratio, but the Fool's Ratio renders such vastly different results that you might want to revisit those calculations. At the least, my guess is that those are forward PEGs, but they still look low. The Fool ratios are: Siebel 5.1 It's never been above 5.0 in the few years I've been following it until very recently and it's been above 3.0 only in this recent run-up. Qualcomm 3.9 I didn't run the PEG when the price of the stock was near $200. That would have been interesting. --Mike Buckley

To: Bruce Brown who wrote (16754)	1/29/2000 3:33:00 PM
From: tekboy	Read Replies (1) \| Respond to of 54805

All sensible words, BB, but you left out one crucial part. You write that I have new holiday gift money sitting in cash within my children's accounts which ... will go into the obvious 'choice' gorilla stocks mentioned above which they already hold at a much lower cost basis when the temperature, depth and height look appealing. But you don't say just what temperature, depth, etc. will appeal to you, nor how you will determine that. Any clues for those who respect Brownian motion? tekboy/Ares@californiadreaminonawinter'sday.com