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

To: John Stichnoth who wrote (34652)	11/13/2000 3:16:35 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

John, that's an extremely useful chart and a nice contribution to the thread. Thanks for sharing the results of your dd with us. Now how about offering some comments on the meaning of all those numbers. As the author, you should get first shot at it. uf

To: John Stichnoth who wrote (34652)	11/13/2000 4:48:46 PM
From: MARK BARGER	Read Replies (2) \| Respond to of 54805

re: Maybe SNDK is cheaper than CREE? John, nice chart! One thing I quickly notice is that the 3 most profitable companies on the chart are MSFT, CREE, GMST. All 3 turn 50% of their revenues into EBITDA. Nobody else is even close. What I don't like about the chart is using those estimated growth projections. Many of us see Cree continuing to grow in excess of 100% a year for the next several years. At any rate I contend that SNDK is indeed not cheaper than Cree. MB

To: John Stichnoth who wrote (34652)	11/13/2000 9:46:13 PM
From: Boplicity	Read Replies (1) \| Respond to of 54805

How about adding a col. that calculates how many times the stock is trading using current pe, (ttw and price) and the est. 5 yr growth rate and then sorting it by descending order. I tell you what it will look like. The old silver backs near the bottom with new G's at the top. By doing that you will understand why the market is selling off the likes of SEBL now. The market is selling off in a rolling fashion as investor protect profit while the market is adjusting valuation down from one over valued area to the next. I see the selling in SEBL like stocks as close to end stage bear action. A bear goes like following. First denial, then worry, then demoralization, then panic, then finally whimper sometimes. Thanks if you do it, Greg