Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Bruce Brown who wrote (35037)	11/19/2000 10:34:31 AM
From: gdichaz	Respond to of 54805

Bruce/Sir Lyre: Would you please clue us in on the other stocks you have in the same basket as Redback? Best. Cha2

To: Bruce Brown who wrote (35037)	11/20/2000 8:03:23 AM
From: b_spiral	Respond to of 54805

Bruce Brown wrote: I like that last sentence the best - "a guess at 5 year growth". Historical data tells as that the 'average' analyst growth prediction for the 5 year period scores better than their 12 month prediction. I do not expect any 5 year projection to be accurate, but since according to some sources 5 years should be a minimum investment, I'll run the numbers. This will work better for me than looking at historical references - I hope. Mike's Siebel future valuation post helped me a great deal in looking at the long term. The question remains how much those will be adjusted in the current interest rate and growth environments. Obviously, we've been seeing some adjustment. It's not a walk in the park. I've been watching Japan Bubble films just to make me feel better. But the question many of us are asking about valuation, should be asked just as much on the upside as on the downside. I own several of the top players in my 'basket' excluding Nortel and Lucent. I don't own those two because according to the research reports I study, market share is being built in favor of the newer niche players that have the 'best of breed' technology/software combination. I hold RBAK and CIEN and I am comfortable with them. SCMR came out of the gate too expensive for me but is much cheaper now. Corvis and ONI Systems I do know too much about. Lucent(Western Electric) and Nortel have a lot of baggage. I do not own Nortel but they do have one of the best groups of engineers and apparently the startups agree. Thanks for your help, and answering my question. Gary