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

To: Thomas Mercer-Hursh who wrote (47899)	10/15/2001 1:21:18 PM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 54805

Thomas, >How would one possibly apply this to a company at > the beginning of the tornado where they might, > at most, have a year or so of earnings related >to their gorillaness? You don't. And I don't care about such companies. Too much risk. >What you are talking about here is 20 years of > relative consistency. That might apply to Coke, >but QCOM??? or even MSFT? It applied (and still applies?) to MSFT, CSCO, INTC, ORCL, TLAB, APCC, EMC, AMAT, ADBE, CA, DELL, FDC, EFX, IBM, XLNX... It does not apply to QCOM - no ROE to speak of. You could use 5 years historical ROE and 5 years prediction if you wanted. Isn't that the "long-term holding period" of G&K anyway? :-P Otherwise, I can say what I said before: you want some illusionary beast that does not exist. Jurgis - should I use mudge thread response?