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

To: GuinnessGuy who wrote (37186)	12/30/2000 12:07:58 AM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

>> If a company goes from 3% to 10% in one year then that is clearly better than if a company went from 20% to 10%... it's obvious which company is the most interesting to an investor who is considering a purchase. That's not clear to me at all, Craig <gg>. I see free cash flow and top line growth as more meaningful metrics. The fact that a company grew share in a stagnating sector would not necessarily persuade the market to award it a high valuation, which is the prize we seek. The most attractive companies to me are those that have deep penetration in a rapidly growing sector. This allows them to enjoy excellent revenue growth even if they should lose market share. That explains why I hold Silverback Cisco rather than Juniper Networks. I'm enjoying the conversation you've started on this issue. uf