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

To: hueyone who wrote (39245)	2/14/2001 12:22:15 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

>> It is now clear that the expectations many investors held in the winter of year 2000 for either earnings or revenue growth for their companies for calendar year 2001 will not even come close to fruition, and in some cases will be fifty per cent lower than original expectations. Can you cite some specific examples among the the GKI components? uf

To: hueyone who wrote (39245)	2/14/2001 2:27:49 PM
From: DownSouth	Respond to of 54805

I see your point, Huey, but still find it to be analytical of shortterm expectations rather than long term. Of course, as I learn to practice humility in my investing life, I will admit that my hopes for 2000 and 2001 are not being fulfilled. I will not call them projections, but will call them expectations. As to whether a Gorilla is always underpriced, there do seem to be some gaping holes in that principle. However, at this moment in time, almost every Gorilla that is not on main street is underpriced. The question for CSCO may be whether or not she is on main street. I am expecting a lift in my portfolio and my spirits, if not my humility, in the 2nd half of 2001.