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

To: Uncle Frank who wrote (34577)	11/11/2000 8:43:22 PM
From: LindyBill	Read Replies (3) \| Respond to of 54805

Hey, If you are going to talk about portfolio management, don't forget me. I have managed to mis-manage my portfolio better than anyone on this thread this year! About all I can say for myself is that we are at a 12 month low for the NAS right now, and I am still retired. That just means that I started with more than enough, I guess. I have had several PMs about what I am going to do. The answer is: Stand Pat! We may go lower next week, but this has to turn around by next spring, at the latest, IMO.

To: Uncle Frank who wrote (34577)	11/13/2000 2:58:26 PM
From: John Stichnoth	Read Replies (3) \| Respond to of 54805

I haven't been ignoring your response to me, UF. You got me started on a mini-project of data gathering (sorted by market cap): Per Sh. $ Bn's $ Bn's $ Bn's Est'd EPS Price %Off Total Total Total EPS Growth Forward Recent High Mkt Cap Sales EBITDA Next Yr Next 5 P/E MSFT 67.38 -43.8% 360.8 23.40 10.90 2.13 20.4% 31.6 CSCO 50.06 -38.9% 352.5 21.50 3.97 0.99 32.8% 50.6 INTC 37.00 -51.2% 248.4 33.20 11.90 1.73 20.6% 21.4 EMC 82.31 -21.6% 179.5 8.50 1.76 1.03 31.5% 79.9 IBM 93.00 -31.1% 163.7 87.00 10.80 5.04 13.3% 18.5 SUNW 89.19 -31.0% 143.5 17.60 2.71 1.74 23.1% 51.2 ORCL 25.44 -45.2% 143.2 10.40 3.78 0.60 27.4% 42.4 AOL 50.50 -47.3% 117.8 7.39 1.69 0.80 44.2% 63.2 NT 38.31 -57.0% 117.1 28.50 2.69 0.98 26.0% 39.0 HWP 39.13 -49.8% 77.4 46.90 5.25 2.12 14.7% 18.4 TXN 38.75 -61.2% 67.0 11.50 2.24 1.60 24.2% 24.2 JDSU 68.56 -55.3% 65.7 1.99 0.13 1.07 47.9% 64.1 QCOM 73.94 -63.0% 55.3 3.20 0.87 1.49 36.2% 49.6 GLW 60.13 -46.9% 54.9 6.39 1.15 1.40 30.1% 43.0 VRTS 125.81 -27.7% 50.6 1.06 0.34 0.77 43.6% 163.5 SEBL 96.94 -19.1% 40.4 1.47 0.28 0.65 46.7% 149.2 BRCM 166.25 -39.5% 36.9 0.92 0.17 1.40 45.9% 118.7 AMAT 40.94 -64.4% 33.2 8.21 2.53 3.45 25.3% 11.9 YHOO 56.44 -77.4% 31.0 1.00 0.34 0.58 44.8% 97.3 NTAP 90.25 -40.9% 28.5 0.71 0.10 0.56 50.5% 161.0 ITWO 135.19 -39.5% 26.8 0.92 0.00 0.66 41.5% 205.0 GMST 58.13 -45.9% 23.8 0.26 0.13 0.79 38.2% 73.6 PMCS 115.25 -54.9% 18.4 0.54 0.13 1.61 44.9% 71.5 EXDS 30.75 -65.8% 12.8 0.65 -0.10 -0.43 52.6% (71.4) PSFT 42.81 -14.4% 12.0 1.65 -0.05 0.56 23.8% 76.6 PHCM 82.88 -60.2% 6.9 0.11 -0.08 0.27 50.0% 306.9 RMBS 60.56 -52.3% 5.9 0.07 -0.14 62.5% #DIV/0! CREE 100.00 -50.5% 3.6 0.13 0.06 1.87 31.8% 53.5 SNDK 52.44 -69.1% 3.5 0.51 0.10 1.49 37.3% 35.2 RNWK 20.00 -79.2% 3.1 0.23 0.02 0.24 52.0% 83.4 WIND 41.00 -38.0% 3.0 0.29 0.00 0.78 34.8% 52.5 ELON 25.94 -77.0% 0.9 0.05 0.00 0.25 30.0% 103.2 Obviously, this provides no answers. Some "maybes" can be stated, though: 1. EMC's sales, Net Income are low compared to companies around it. Estimates of growth are comparable. Maybe it's relatively overvalued vis-a-vis CSCO? 2. Maybe SNDK is cheaper than CREE? etc. Enjoy. (Of course, given today's price swings, the info is already dated!)