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

To: Jurgis Bekepuris who wrote (40299)	3/12/2001 2:00:34 PM
From: Uncle Frank	Read Replies (2) \| Respond to of 54805

>> I don't see why tech is better than non-tech. How about the potential for high growth rates for innovative products, or barriers to entry which can lead to sustainable CAPs? KO, with a growth rate of 3%, is selling at a higher p/e than CSCO who is growing >50%. Watch out for the bubble, JB. >> I can't even say I have a reliable 100% solution to valuation. If you ever do, I'm counting on you sharing it with us <gg>. uf

To: Jurgis Bekepuris who wrote (40299)	3/13/2001 12:24:40 AM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Jurgis, This has probably already been covered by someone before I post this, nevertheless ... I don't see why tech is better than non-tech. If you don't appreciate why tech (the companies, not necessarily the stocks) is better, you either don't appreciate the manual's primary points or you profoundly disagree with them. I even partially agree with Buffett that KO is better than tech Please show me where Buffett either wrote that or said it. --Mike Buckley