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

To: Rick who wrote (42303)	4/30/2001 8:40:50 PM
From: Greg Hull	Respond to of 54805

Fred, <<Could anyone explain why SI has the NAZ going up 81.36 points today? Everyone else seems to be saying + 40.56.>> It appears to me the deltas reported by SI today are based on the closing from last Thursday rather than Friday. Or maybe there's a conspiracy I'm not in on. Greg

To: Rick who wrote (42303)	5/1/2001 3:00:50 PM
From: Pirah Naman	Read Replies (2) \| Respond to of 54805

Not valuation - pricing - but maybe worth a look. Price to sales ratios (based on trailing revenues) for some Gs, Ks, and wannabes. Some things to think about: 1) Are any of these unreasonable (high or low) on an absolute scale? 2) Does the order make sense? i.e., are there places on this list a better company is priced lower than, or the same as, a weaker company? 3) What really goes on in a cat's head? Symbol P/S ratio WIND 4.77 CSCO 5.17 ITWO 5.50 INTC 6.41 NTAP 7.56 ORCL 8.25 RBAK 8.75 JDSU 8.83 BRCM 8.85 EMC 9.29 PMCS 9.54 SEBL 9.95 RMBS 15.1 QCOM 15.78 AMCC 17.86 BEAS 19.15 JNPR 20.07 GMST 20.98 - Pirah