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

To: Rick who wrote (42316)	5/2/2001 1:03:44 AM
From: Pirah Naman	Read Replies (1) \| Respond to of 54805

97% would be pretty amazing. - Pirah

To: Rick who wrote (42316)	5/4/2001 2:37:58 PM
From: Rick	Read Replies (1) \| Respond to of 54805

There is an interesting article in the May 14th, 2001 edition of "Business Week." "Taking the Measure of a Stock, Discounted cash flow tells what other methods don't." page 122 by Carol Marie Cropper. They also list a free site that will help you figure the discount cash flow for each company. Its at www.valuepro.net - Fred

To: Rick who wrote (42316)	5/4/2001 6:47:30 PM
From: StockHawk	Respond to of 54805

I heard about someone at the office today who lost 97% of his portfolio. Did you see the article about two weeks ago in the WSJ regarding Alex Mandl? Many assumed he would be CEO at AT&T, but instead he left to head up Teligent. Here was a very smart guy, seeing the importance of broadband in the future and taking a bold step. For a while he was rewarded. According to the paper his stock options were worth as much as $370 million last year with the stock trading at about $100 per share. Recently it was around .50 (half a buck, that's not a typo) and while the WJS figured his options are still worth $2.6 million, Mr. Mandl said they were actually all under water. He also said he never sold any of them - to the chagrin of himself and his wife. (Part of his motivation here was tax reasons, and and market perception - he didn't want to look like he was selling out.) That's more than a 99% drop in value, and this was no wild-eyed day trader. Scarry stuff. StockHawk