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

To: Uncle Frank who wrote (47853)	10/12/2001 8:49:08 PM
From: Jurgis Bekepuris	Respond to of 54805

UF, >> Oh wow, what a 4 day rally can do... :-))) Gorilla gamers are coming to life and taking on value investors. >>Let's have a (mud)wrestling match! :-)))) >I think we'll put that off until the y2k gki is showing a positive return. siliconinvestor.com >Ugh. It's safe to say the value investors will have time to educate us thoroughly. They have educated me - somewhat: finance.yahoo.com (Disclosure: small holding in TAVFX). >btw, you sound pretty exuberant yourself <lol>. Maybe because I own 4 stocks from that portfolio above... and at least two of them are in green. I think three... :-)) Jurgis - but then I'll sell way too early... :-(((

To: Uncle Frank who wrote (47853)	10/13/2001 5:23:36 PM
From: Rick	Respond to of 54805

Not Just a Dot.Bomb. Barron's, page 19. October 15th, 2001 edition Solid Stocks have been marked down 75% and more. Here's a shopping list. By Andrew Bary Just how bad has the market decline of the past 18 months been? Morgan Stanley strategist Byron Wien and Steve Dalbraith recently identified about 100 stocks that were down at least 75% from their highs before last week's rally and still had market valuations over $ 1 billion. The list included highfliers such as Ciensa, Corning, Amazon.con and Broadcom, that were off an astounding 90% or more from their peaks, as well as big companies such as Worldcom, EMC, Sun Microsystems, Gap and Hewlett-Packard that were down at least 75%. The accompanying table shows two dozen of the largest companies that made the 75% cut. Nearly all of them were profitable in the last 12 months, although many now are operating in the red, including Sun and Advanced Micro Devices.... Most of the companies shown here have good balance sheets with ample cash and relatively little debt. Among the conpanies with substantial cash and investments are Apple Computer, Comverse Tech, Siebel Sytems, BMC Software and Yahoo. Apple has $11 a share in net cash, not much less than its recent price of $17. EMC and Sun - once members of the supposedly invincible tech Fab Five along with Cisco, Oracle and Nortel - both are struggling. Sun now is operating in the red and may not be profitable until the June 2002 quarter. EMC, the data-storage giant, is being hurt by competition, weak tech spending and lower profit margins. At 13, EMC still trades for around 70 times projected 2002 profits and for over three times sales. Some think EMC will find support in the high single digits.... Mega Market Markdown These 24 conpanies' stocks were off 75% from their peaks before the market rallied at mid-week - and have been profitable, unlike the dot.com disasters. Company - 2002 P/E Worldcom - 18.3 Hewlett-Packard - 17.4 Sun - 88.9 EMC - 74.1 Schwab - 25.8 Immunex - 76.8 Gap - 17.4 Agilent - NM Siebel - 35.9 Yahoo - 113.6 Apple - 23 Applera-App Biosys - 27.2 BEA Systems - 31.0 Tellabs - 30.9 Juniper - 34.0 Brocade - 61.5 Ciena - 31.1 Teradyne - NM Comverse Tech - 15.5 CompuWare - 18.8 BMC Software - 26.5 Advanced Micro Dev - NM Scientific-Atlanta - 12.1 Circuit City - 15.1 -Fred