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

To: Mike Buckley who wrote (24676)	5/13/2000 6:26:00 PM
From: Uncle Frank	Read Replies (2) \| Respond to of 54805

>> I knew my concerns about valuation were not a popular topic for a presentation in San Diego in March. Mike, the video confirms that your presentation was received with great interest. The level of respect you deservedly command from your threadmates is such that you could have talked about codpieces and merkins and the gang would have been just as attentive. Maybe more so. >> I chose the topic because I believed the run-up in the Naz had been excessive even for the Gorillas. Glad to know Geoff agreed (agrees) with me. I've noticed that Geoff is very precise in his statements. I think the following indicates he feels the Gorillas are currently undervalued. "<once> the market starts to come back, the relative valuation lens will have been "cleared," and my expectation is we will back to using P/E stocks as a benchmark, and the old dynamics will apply. In the meantime, this would be a terrible time to sell a gorilla." uf

To: Mike Buckley who wrote (24676)	5/14/2000 9:01:00 AM
From: Bruce Brown	Read Replies (2) \| Respond to of 54805

RE: Moore's comments on the valuations.... I receive the Bill Meade GG digest and the Saturday, May 13th digest had two excellent posts. The first was Geoff's post and the second post was by Peter Hill in response to looking at Cisco's valuation after some previous comments. In my opinion, that is the post which I would have perhaps linked to this thread as well for observation and discussion. Since somebody else has already taken the liberty of posting Peter's thoughts on the Cisco board over at the Fool, I'll provide that link for any of you who might be interested in Peter's thoughts that Cisco is not overvalued from an accounting point of view: boards.fool.com Go easy on me Mike, I'm simply providing a link to a thought provoking post. BB