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

To: Jacob Snyder who wrote (50453)	2/23/2002 9:24:13 AM
From: Andrew N. Cothran	Respond to of 54805

Jacob: I was using last full year figures available to me. Since then, SRCL has reported. SRCL is really growing its business. But it has $335,000,000 debt on its books while QCOM is debt free. QCOM has about 2 1/2 billion in cash and securities while SRCL has 13,100,000. QCOM's margins are better than SRCL and analyst's growth in earnings projections are better for QCOM than for SRCL, whatever that may signify, given the success of the analysts' projections in recent times. SRCL is a thin stock. I don't really think that it has been discovered yet. It is in an excellent niche and is the leader in that niche. But it is very richly priced at the moment. This probably means that it will be even more richly priced during the next few months. Six months ago, in hindsight, SRCL was the favored issue. Today, I think that QCOM is the favored issue. Six months ago, I was wrong in placing my funds. Today, I could still be wrong. But thanks much for your astute observations.