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

To: Tecinvestor who wrote (20293)	3/16/2000 12:40:00 AM
From: kumar	Respond to of 54805

THANKS!!! I'll read it soon, and if appropriate, chime in with ny $0.02 worth :-) cheers, kumar

To: Tecinvestor who wrote (20293)	3/16/2000 1:02:00 AM
From: kumar	Respond to of 54805

- comparing 1950/60's is a waste of time (but a statistical analyst's delight). - IBM has transformed its biz models many times over, since that timeframe. the 60's/70's/80's model dont hold true for them any more (even if u venture to the late '90's, i suggest, what i said above holds true). IMHO, read it, make what u will of it from your personal perspective. BTW: I AM NOT saying some tech stocks are not overvalued. I am just saying the article tends to swing to the other (unrealistic IMHO) extreme. Also, IMHO, the author of the article does not understand the concept of CAP, for someone like a CSCO. I wouldn't want to educate the author or market makers on CAP, coz I'd loose my own "CAP on the stock", as an individual investor ! cheers, kumar

To: Tecinvestor who wrote (20293)	3/16/2000 2:48:00 AM
From: Michael Kucera	Read Replies (2) \| Respond to of 54805

FWIW, In regard to the good professor's article, most of these guys I have known are average investors who can't seem to do much better than the s and p b/c they scare themselves out of great investments. I don't know his track record but I am curious about the timing of his article and appearance on cnbc, EVERYONE is a suspect when you see these orderly tech declines like we are having right now and I prefer to stick to my guns and just do nothing. JMO hope I did'nt offend anyone! -Mike