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

To: gdichaz who wrote (987)	4/3/1999 6:21:00 PM
From: gdichaz	Respond to of 54805

Addendum: A reminder repeat post. IMO Lynn is right on. :-) Think opportunity cost - which makes sense - regardless of "gorilla - ness" definitions. Especially whether Sun Micro is a gorilla or king or some combination. Seems to me that Sun is an extended gorilla family in one company. G&K Index - Gorilla and King Watch & Wait Portfolio - [New] Talk : Computers : All About SUNW To: John Carragher (15019 ) From: Lynn Monday, Mar 29 1999 10:38AM ET Reply # of 15165 John: Now that SUNW has been, as you note, "discovered," what we view as "nosebleed territory" might very well have to be redefined. Look at the PE CSCO has commanded over time. Right now CSCO has a PE of 128 and SUNW, 52. Even look at DELL, which still has a PE of 72! Compared to CSCO and other high fliers, SUNW looks cheap. So... just tilt your head back and put a cold wash cloth on your forehead for a while. Lynn