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

To: john99walsh who wrote (21740)	3/29/2000 11:54:00 PM
From: John Stichnoth	Read Replies (2) \| Respond to of 54805

Hi, john99--A couple of points I didn't make-- 1. INFS has a fairly broad lineup of projectors, suitable to boardroom and auditorium use, as well as personal. Also, they've made some steps towards integrating the product into the web. 2. INFS only partially satisfies the King label, I believe, because the product (at this point) doesn't satisfy the "mass market" criterion. Prices have got to fall another 50% or so, I believe, before that can happen. 3. INFS is a prime Peter Lynch "Growth at a Reasonable Price" target. With the huge run-up in tech prices, and the shift to a P/V ratio somehow defining value, I've come in recent weeks to conclude we're reaching too far on some of our Gorilla-candidates. I frankly cannot distinguish "P/V stocks" from "Story stocks"--and the latter has in my eyes been thoroughly discredited--from personal experience :o(. Best, John