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

To: Mike Buckley who wrote (22308)	4/5/2000 10:38:00 AM
From: Mike Buckley	Respond to of 54805

Folks, Peace be with you and may the market gods treat you well. I'll be away from my computer possibly until Sunday. I doubt that I'll review the messages posted in that duration. If there's something that you want me to respond to, please post it publicly and also send it to my mailbox. Thanks much! --Mike Buckley

To: Mike Buckley who wrote (22308)	4/5/2000 11:35:00 AM
From: Dr. Id	Respond to of 54805

If the folks who didn't go to San Diego and didn't purchase the video tape (not yet in my mailbox) want the gist of that part of my presentation, let me know by PMing me. If there's enough interest, I'll do a write-up of it next week. --Mike Buckley I WAS in San Diego, and somewhat remember your presentation, but was also under the influence of Opus-oids. Please write it up!:-) After yesterday, the valuation question becomes more pertinent. I do think that 100cfm's post was a good one, and reflects a certain view of valuation (a variant of the idea that the value of a stock reflects what one will pay for it). However, I do wonder in terms of dollars and cents what some of our gorillas are worth. Someone told me something to the effect that to justify it's stock price, Cisco would have to grow it's business 30% per year for the next 16 years (I have no idea of the accuracy of that statement). But the idea of it seems important... For example, in my business as a psychologist, there is a cap as to how much I can earn that primarily reflects how many hours I have available in a given week. Are there caps on how much product these techs can sell? Can a company be a trillion dollar company? Two trillion? There must be limits on capacity, though they are much more difficult to comprehend. However, some of our stocks are traded as though there are NO limits, and I wonder about that... Dr. Id