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Strategies & Market Trends : Stock Attack II - A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?

To: BirdDog who wrote (34280)	4/16/2002 2:50:45 PM
From: Terry Whitman	Read Replies (1) \| Respond to of 52237

Well, I never said anything about Gorillas. Gorillas are big, dangerous and rare, by definition. Sounds like something I'd just as soon avoid, unless it's in a cage. Kings, OTOH... It's good to be the King. That sounds like a good idea, (visiting the other thread). I'd rather someone else do the 'work' part anyway. <g> Today's Kings, Gorillas, Cheetahs or whatever seem to be techs, and telecoms in particular. and just when we thought they were all going to zero..

To: BirdDog who wrote (34280)	4/16/2002 3:56:22 PM
From: Lee Lichterman III	Read Replies (1) \| Respond to of 52237

Would that be the same Gorilla thread that rationalized why QCOM was over sold at 200, 150, 100, 50 along with all the other big name techs that got slammed like JDSU, JNPR etc? From what I recall of that thread, half the regulars disappeared when they blew up their accounts over the last couple years. To be fair, I stopped reading them a while back so there might be a whole new crew but back when I used to use them as a gauge as to what J6P was doing, they were getting killed on a regular basis once the March 2000 top hit. What Terry and I were discussing was finding the "gems in the rough" before they are gorillas which he is right, it does take a lot of hard work and research. I have to admit I dont have time to dig really deep most times and just use scans to see what is moving, has a nice trend then do a quick search as to Price Book, Price sales and PE vs growth to see if it fits my FA style or not. My point was that most large caps do not fit a reasonable valuation model when historical norms are used while many mid caps and small caps do. Many of the smaller names also have low debt which is surprising as it is usually the other way around. The smaller players are lean and mean controlling costs while many of the "Blue Chips" and Gorilla techs are fat and plodding along with massive waste and issueing new Bonds at an alarming rate trying to fund the excesses leaving share holders little if any real claim to future profits. Not trying to be nasty but I do fear any thread that is perma bull or perma bear or perma anything. More and more, this has been a market of stocks and sector rotation is the name of the game. There are tons of short targets and long targets and this thread's strength is that both seem to get along and raise good points to keep each other in check. Good Luck, Lee