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

To: the dodger who wrote (30651)	8/28/2000 8:00:55 PM
From: Rick	Read Replies (1) \| Respond to of 54805

Hi, All: There have been a number of important changes to the FAQ this week. First, Erick and darbyc have volunteered to set up a Web site for the FAQ and Gorilla and King list information. To check out what's been accomplished so far see xmission.com We've also had some discussion on whether or not to continue posting the FAQ to the thread after it's become established on the WEB. For now, we'll keep posting it on the thread weekly, as that is the only way we can insure newbies and lurkers actually stumble across it. Second, we expanded the CAP definition as follows: "CAP is really called SVA or "Shareholder Value Added", and is a type of free cash flow. It's basically reverse engineered so that rather than coming up with the value of the company, you come up with the number of years that justifies the value of the company based on market forecasts. The best resource [for CAP] is Alfred Rappaport's book called Creating Shareholder Value. The other name for CAP is 'value growth duration.'" – johndelvecchio. Third, I dropped the "ladyoh" links as they no longer work. Fourth, I'll detail the changes to the FAQ each week on the intro message in order to make darbyc's life easier. This Week’s Changes: 1. CAP definition enlarged. 2. Cree links added. 3. Yoda link changed. 4. “Lady Oh” links deleted: ladyoh.tripod.com ladyoh.tripod.com 5. Frontiers of Strategy link added. If anyone has corrections or suggestions please drop me a note. - Fred

To: the dodger who wrote (30651)	8/28/2000 8:37:48 PM
From: johnzhang	Read Replies (1) \| Respond to of 54805

Td, Do you honestly think JNPR can grow their PE ratio 500-600% to 7500 over the next 10 years? Because that's what it would take to duplicate CSCo's stock performance. No. Your argument is powerful against anyone who claims stock XYZ will duplicate Cisco's stock performance. But that's not the issue. I didn't see any claims like that in this thread. However, Juniper, along with many other G&K candidates discussed here, could still be great long-term investment even though they would never appreciate as much as Cisco did. Regards, John

To: the dodger who wrote (30651)	8/28/2000 10:25:34 PM
From: kumar	Read Replies (1) \| Respond to of 54805

IMO, CSCO is doing well, because of IOS, not the router hardware. Not sure if Juniper has an equivalent. At this stage, my $s are on CSCO. cheers, kumar

To: the dodger who wrote (30651)	8/28/2000 10:39:14 PM
From: ratan lal	Respond to of 54805

td good comparison. But I think you are taking it literally. He was just overenthusiastic about JNPR. Even if JNPR reaches CSCO's current valuation, it would be a great accomplicshment. And of course valuation of INUTS has nothing to do with sales, or P/E. It is based on P/V. Price / Vision. What's your Vision of the router biz? JNPR? Is there any other co. in routers for which you have a better vision?