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

To: chaz who wrote (52028)	7/12/2002 4:15:38 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Chaz, e other thing I'm doing is establishing buy points based on what I feel would be fair TTM values for each. What metrics are you using to establish those buy points? --Mike Buckley

To: chaz who wrote (52028)	7/12/2002 4:39:39 PM
From: Thomas Mercer-Hursh	Read Replies (2) \| Respond to of 54805

So far, my targets are ADBE, SEBL, NTAP, and CSCO. I'm still sniffing at GNSS, JDSU, SNDK, and WIND. From my perspective, I feel stuck in a rut of my own making...and I'd love to have some more companies to investigate outside "the box". Amen! But, in addition to new options, the other thing I would be very interested in is discussion about which of our traditional favorites were likely to shine first and best. Will SEBL snap back as soon as the corporate IT spending picks up or is it going to be subject to a longer slow period or meaningful competition? Is JDSU doomed to a long period of staying down because of excess capacity built in to the telecom buildout or wiil it roar?