Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Bruce Brown who wrote (25970)	6/7/2000 11:08:00 AM
From: Bruce Brown	Respond to of 54805

RE: ....speaking of valuations.... After all the chat about valuations, metrics and various ratios - here's an interesting comment from one of our book's co-authors, Paul Johnson, who was on CNNfn yesterday with his 4 stock picks (http://www.hostedscripts.com/boards/stockpicks/messages/246.html) of Brocade, Redback, Juniper and Sycamore: tveyes.com Valerie: All right and last is Brocade... Paul Johnson: Yes, Brocade. As we move to the Internet, one of the things we've seen is that storage has become critical to all applications and where Brocade goes is what is called a fiber channel switch that allows high speed network coming to the storage world. Valerie: We have 30 seconds left. We need to say a word about valuations. Johnson: Most people get stuck on valuations when they're investing and in technology you want to pick the winners, the franchise name and with volatility you'll buy more, but you don't let valuation dictate your investment policy. Buy the best companies. The valuation will take care of itself. Valerie: It's great talking to you. Paul Johnson, the senior technology analyst at Robertson Stephens. I wonder how he views the difference in the high prices over the past few months to the lows they hit and the valuation differences were: Redback - $198 to $50 Brocade - $185 to $90 Sycamore - $199 to the $50's Juniper - $312 to $150 BB