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

To: Uncle Frank who wrote (40300)	3/12/2001 2:25:00 PM
From: Jurgis Bekepuris	Read Replies (2) \| Respond to of 54805

UF, >> 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? Yeah, I said that techs have plusses. And they have the perennial Buffett minus: change. There are more differences for an in-depth discussion, but let's just say that there are pros and cons for both. Let's not take a "tech or nothing" stand. >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 don't own KO and I can tell you that by my valuation CSCO is now much more attractive (but not above my threshold) than KO. OTOH, there is a high probability that CSCOs earnings may drop much more than KOs ever will. Jurgis - I owned PEP once