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: tinkershaw who wrote (40478)	3/16/2001 12:35:24 PM
From: Uncle Frank	Read Replies (2) \| Respond to of 54805

>> I am sold and will buy... Similar to my thinking... totally confused <lol>. How about a Project Hunt on your new fave, Tinker. That would be a great starting point for dd, and it will keep you from watching the tape and capitulating <gg>. uf Note: Will someone please give me 10 reasons why capitulation is a lousy idea?

To: tinkershaw who wrote (40478)	3/16/2001 1:04:38 PM
From: EnricoPalazzo	Respond to of 54805

Siebel calls global slowdown likely Funny, Mr. Coleman, CEO of BEAS just got done saying the exact opposite at a presentation at Goldman, Sachs: I think it pays to remember two things: 1) Warren Buffett, a pretty shrewd long-term investor, holds that paying attention to macroeconomic issues is a waste of time. I believe the quote is something like "15 minutes a year spent thinking about macroeconomics is 15 minutes too much." Obviously, that can be taken too far, but as long as you plan to be fully invested in thh market willy nilly (as I do), and that you try to invest in the sort of companies that do well in good times or bad (as we all do), it's best not to get too hot & bothered. 2) Most good retail investors nowadays have concluded that Wall Street analyst's "opinions" are suspect, because they often have motives other than the pursuit of truth, and also because they're extremely fallible. I think it's time for us to realize that this is often the case with CEOs as well. I find it barely plausible that high-tech executives who profess limited liability through the next quarter actually have almost clairvoyant visibility through the next few years. Furthermore, Siebel, Chambers & the BEAS guy all have agendas when they paint a picture of the overall economy, just as Ellison has an agenda when he paints a rosy picture of ORCL's applications business, or Goldman, Sachs has when they paint a rosy picture of one of their clients. ardethan@stopworryingandlearntolovethebomb.net

To: tinkershaw who wrote (40478)	3/16/2001 1:41:45 PM
From: Seeker of Truth	Read Replies (1) \| Respond to of 54805

"I am sold". Coleman is certainly impressive. But why is their profit margin only 2%? And the return on equity is also very small. Is that a gorilla? Are they the only guys who program in Java? It seems to me that BEAS is a possible future gorilla. If it gets substantially cheaper than the present more than 90 times earnings I may buy a little. But convincing talkers are more numerous than investment successes.