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

To: Mike Buckley who wrote (29537)	8/7/2000 12:40:56 AM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Folks! My wife and I spent nearly four hours with StockHawk and his wife this evening. We had such a great time that we couldn't believe we had been in the restaurant that long. And in that four hours we must have spent a total of at least ten minutes talking about our investing experiences. There is another life other than investing, and we were enjoying it to the hilt! My only disappointment was when the waiter poured the brandy for my wife's flambee (If I add the accent, did I get that right, DS?) ON THE CARPET! There's never any respect for the carpetologists of the world. Thanks for a great time, StockHawk! And please pass that on to Joannie. --Mike Buckley

To: Mike Buckley who wrote (29537)	8/7/2000 10:30:26 AM
From: the dodger	Read Replies (1) \| Respond to of 54805

"...Valuations these days are much different than the early and mid 90's when gorillas could be purchased at reasonable PEG ratios..." Andy "...Can you give some examples and include the state of the product adoption they were in at the time?..." Mike Buckley Mike...I can't remember the PEGs...(I don't even think I knew what PEG stood for at the time, but...) I bought INTC in 1994 at about 57 (about 4 bucks adjusted for splits)...so I'm guessing the PE was in the very low teens...and the PEG was presumably around 1. Of course, INTC wasn't quite a "gorilla" then, as they were in a nasty chip-war for dominance with AMD...lots of suits/counter-suits in the courtroom...INTC was probably more of a king or prince. And bought CSCO in 1991 at a VERY respectable PE -- (I'm guessing at around 20) -- ...but of course, sold it like a big dummy waaaaaaay too early...I can remember thinking..."just how far could this network thing go, anyway ?!!!" So, at the time, it was probably the "gorilla" in G&K terms -- but in a very small jungle... td