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

To: interesting man who wrote (28527)	7/22/2000 9:17:30 AM
From: DownSouth	Respond to of 54805

As a guy who is long NTAP, PMCS, SEBL (LEAPS), and QCOM, I agree that QCOM is the stock that requires a telescope to see how long it is "live" money. I feel very positive about NTAP, but if someone said, "you gotta sell everything and put your $ into one stock", I would definitely go long QCOM.

To: interesting man who wrote (28527)	7/22/2000 11:25:04 AM
From: MarkR37	Read Replies (1) \| Respond to of 54805

<<Lets see: QCOM at $63 is trading at 46 X next year est. earnings. SEBL at $158 is trading at 138 X next year est. earings NTAP at $109 is tarding at 215 X next years est. earnings BRCM at $229 is trading at 203 X next year est. earnings PMCS at $207 is tarding at 154 X next year est. earnings I dont know about you, but my money is on QCOM to outperform not only these 5 which are great company's but alot of others. Just my opinion of course. Good Luck!>> I would suggest to you that relative Price to Earnings ratios are not a good indicator of future performance. If it were, we would all be invested in Sears. I do agree with you that QCOM looks attractive. I bought some more yesterday.