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

To: Uncle Frank who wrote (50895)	4/2/2002 10:57:43 PM
From: LLCF	Read Replies (2) \| Respond to of 54805

<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...> No just as I stated... 10X revenues.... wowa... that's tough to earn your way out of at this size. DAK

To: Uncle Frank who wrote (50895)	4/3/2002 7:59:12 AM
From: Judith Williams	Read Replies (2) \| Respond to of 54805

levels unsustainable re McNeeley and Gates Seems to me that I recall several admonishments from the dashing one on precisely that point--and directed at one of his own favorites. At certain points in a bubble, even gorillas with sustainable advantage can't keep up with the advantage that investors take for granted. Valuation may not play much of a role in identifying gorillas, but it certainly gives broad hints on when to go hunting. Judith