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

To: LLCF who wrote (50894)	4/2/2002 10:23:13 PM
From: Uncle Frank	Read Replies (2) \| Respond to of 54805

>> bought some GMST today and look for weakness to add I was tempted myself, but it looked like a falling knife. I decided I'd give it a few days before I make a decision. In the wake of Enron, there's no telling how much punishment Mr. Market will inflict on the Gem for their, shall we say subjective, approach to reporting. >> I bring this up because it seems MSFT has similar valuations [yea I know it's a Gorilla.... BUT...]. Better to bring it up beforehand, DAK. Which of Mr. Softee's metrics remind you of Sunw in the Bubble days? Surely not free cash flow or roic... >> Anyone see any techs that they think are just silly cheap? All of them <lol>. But that doesn't mean they're value picks. uf