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

To: EnricoPalazzo who wrote (43372)	6/11/2001 2:45:54 AM
From: EnricoPalazzo	Read Replies (1) \| Respond to of 54805

FYI, there's an interesting article about AOL in monday's NYT: nytimes.com Also FYI, today I read the best "intro to tech investing" book out there, in my experience (I believe that TRFM is more of an advanced book). It's called "The Big Tech Score", by Michael Kwatinetz and his daughter, Danielle Wood. As with most important subjects, there are only about five things worth saying about tech investing, and Kwatinetz says most of them in a very clear-headed (if at times big-headed) way. Kwatinetz used to be the head of global equity strategy for CSFB, and is considered one of the very best PC Hardware/Software analysts out there. I've also had the privilege of knowing, for a brief time, his son, who is one of the most impressive people I've ever known (second only to Sir Auric Goldfinger). I imagine that the book would be better known, had it not been published in December of 2000.

To: EnricoPalazzo who wrote (43372)	6/11/2001 1:42:09 PM
From: Pirah Naman	Read Replies (2) \| Respond to of 54805

Based upon the most recent quarterly ($87.9M in cash flow on 424.62M shares) and upon historical trends in capital expenditures, if BEA had flat business for the next year, I would estimate a free cash flow of $0.57 - $0.60 per share. 60-65 times FCF is very expensive, no argument. Of course if BEA meets the 40+% growth rate they project, which is much less than their growth in revenues to date, then the stock becomes merely expensive. - Pirah