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

To: ggamer who wrote (48247)	10/24/2001 4:10:38 AM
From: Seeker of Truth	Read Replies (2) \| Respond to of 54805

You are talking about valuation, not "pongitude". Judgement about the latter is the forte of this group. Valuation is still a work in progress. To me, not only is the future growth rate very uncertain, it isn't even clear that SEBL is increasing its market share. It may be true that the products of PSFT, SAP and ORCL are not vertically oriented, i.e. they are not industry specific, but if they are very much lower priced that will satisfy a certain segment of the market place. Anyway the question I think you should first be addressing is how secure is SEBL's gorilla status, not the pricing issue, which should come later if you decide positively about the qualitative matters.