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


To: Mike Buckley who wrote (16813)1/30/2000 3:18:00 PM
From: Jimmyjohn  Read Replies (1) | Respond to of 54805
 
Mike: I was referring to the inaccuracy of the estimates. Some just seem too low. Market Guide estimates are through FY 2001 which made the number of quarters used for calculation 6 or 7. Forward estimates were:

QCOM 2.13 for 7 quarters (TTM .60)
CREE 1.39 for 6 quarters (TTM .59)
GMST .79 for 6 quarters (TTM .39)
NTAP .77 for 6 quarters (TTM .31)
JDSU 1.28 for 6 quarters (TTM .43)
CSCO 2.04 for 7 quarters (TTM .82)




To: Mike Buckley who wrote (16813)1/30/2000 6:06:00 PM
From: t36  Read Replies (1) | Respond to of 54805
 
assuming a portfolio contains only g&k
stocks ,would you say that the haircut that it has recieved so far would be the largest
proportion decline it will get..and that any other decline would be of a lesser percentage(
during this correction we are in)..i hope this question is clear..it was difficult to phrase..