No. of Recommendations: 56
Hi KPers:

Here are my final selections for the KARB and KARM portfolios.

There is no appeal, since I am serving as electoral college and Supreme Court!

NEW Kua`aina Alterna-Rule Breaker (KARB) Portfolio

Rambus (RMBS)
Cree (CREE)
ARM Holdings PLC (ARMHY)
Applied Micro Circuits (AMCC)
BEA Systems (BEAS)
Redback Networks (RBAK)
Millenium Pharmaceuticals (MLNM)

Note that both RBAK and MLNM scored high in the voting and were both selected as the best in their class in the sector polls.

Approximately $2847 will be invested in each of the above companies on January 2nd, 2001.

NEW Kua`aina Alterna-Rule Maker (KARM) Portfolio

Siebel Systems (SEBL)
Network Appliance (NTAP)
Qualcomm (QCOM)
Brocade Communications (BRCD)
I2 Technologies (ITWO)
Broadcom (BRCM)
Goldman Sachs Group (GS)

Not that BRCM scored high in the voting and won the semiconductor sector poll, GS was selected because it won the financial sector poll and in order to attain a minimum of diversification in the KARM portfolio.

Approximately $2847 will be invested in each of the above companies on January 2nd, 2001.

Thanks again to everybody who contributed to this awesome effort. Happy New Year! (I'll be offline for the next day or so working an ER shift overnight during New Years eve and New Years, I'll be around on January 2nd.)

Erick

------

NEW Kua`aina Alterna-Rule Breaker (KARB) criteria:
http://boards.fool.com/Message.asp?mid=13444144
NEW Kua`aina Alterna-Rule Maker (KARM) Criteria:
http://boards.fool.com/Message.asp?mid=13444126

Reports for final selections:

KARB reports:

RMBS KARB analysis by xerohype
http://boards.fool.com/Message.asp?mid=13771119
CREE KARB analysis by xerohype
http://boards.fool.com/Message.asp?mid=13539901
ARMHY KARB Analysis by xerohype
http://boards.fool.com/Message.asp?mid=13905652
AMCC KARB analysis by xerohype
http://boards.fool.com/Message.asp?mid=13919095
BEAS analysis by omahafool
Part I:
http://boards.fool.com/Message.asp?mid=13806071
Part II:
http://boards.fool.com/Message.asp?mid=13806080
Part III:
http://boards.fool.com/Message.asp?mid=13806087
RBAK KARB analysis by xerohype
http://boards.fool.com/Message.asp?mid=13838579
MLNM as a KARB by bjanssen
http://boards.fool.com/Message.asp?mid=13796455
MLNM RB analysis by BWorthy
http://boards.fool.com/Message.asp?mid=13807272

KARM reports:

SEBL RM Analysis, Part I (Phileo)
http://boards.fool.com/Message.asp?mid=13417450
SEBL KARM report part deux by omahafool
http://boards.fool.com/Message.asp?mid=13921906
see reformatted version here:
http://boards.fool.com/Message.asp?mid=13922217
NTAP RM Ranker (Debbrown)
http://boards.fool.com/Message.asp?mid=13445306
QCOM Analysis by xerohype
http://boards.fool.com/Message.asp?mid=13444167
BRCD RM Ranker (lynbee)
http://boards.fool.com/Message.asp?mid=13464450
also see BRCD FFR correction (Phileo)
http://boards.fool.com/Message.asp?mid=13469633
BRCM RM Analysis (lynbee)
http://boards.fool.com/Message.asp?mid=13147395
GS and LEH KARM Financials (Debbrown)
http://boards.fool.com/Message.asp?mid=13827327
GS KARM update for Q3 2000
http://boards.fool.com/Message.asp?mid=13830239

Some stats:

KARB companies vital stats table
http://boards.fool.com/Message.asp?mid=13978844

Non-financial KARM scores
http://boards.fool.com/Message.asp?mid=13980636

KARM companies vital stats table
http://boards.fool.com/Message.asp?mid=13978874

KARB Stats
Compiled by cheerfoolishly
http://boards.fool.com/Message.asp?mid=13997662

RS EPS Market Cap P/E P/S P/B
IBD IBD


BEAS 92 77 $27,780.27 N/A 39.06 53.02
AMCC 90 99 $19,421.12 284.36 62.02 12.54
MLNM 88 12 $12,911.38 N/A 54.33 15.30
PMCS 24 95 $12,665.81 245.36 25.38 16.46
RBAK 12 60 $ 7,610.46 N/A 28.53 1.71
ARMHY 34 97 $ 7,310.63 173.41 59.47 56.53
EMLX 97 98 $ 5,819.38 156.13 36.5 25.39
VRTX 98 58 $ 4,246.07 N/A 39.5 17.33
RMBS 40 99 $ 3,899.63 N/A 57.32 24.12
PWER 92 96 $ 3,041.18 91.61 7.12 9.98
AVNX 23 69 $ 3,470.04 N/A 31.03 11.31
CREE 35 99 $ 2,544.23 67.86 20.65 5.31
WIND 43 55 $ 2,642.47 N/A 6.43 3.90
SSTI 25 77 $ 1,005.16 14.16 2.67 2.66
ELON 28 35 $ 667.94 N/A 12.95 4.00

KARM Stats
Compiled by cheerfoolishly
http://boards.fool.com/Message.asp?mid=13997666

RS EPS Market Cap P/E P/S P/B
IBD IBD


EMC 52 98 $149,332.16 106.64 18.80 19.90
SUNW 27 99 $102,636.83 51.83 6.16 12.35
TXN 43 95 $ 82,388.87 29.84 7.36 6.62
QCOM 59 97 $ 63,616.13 101.43 21.28 11.49
MER 83 91 $ 51,188.94 51.55 1.33 3.05
GS 68 59 $ 44,884.82 16.43 1.53 3.54
DNA 67 78 $ 41,661.24 N/A 25.96 7.36
SCH 51 88 $ 39,521.40 51.93 7.01 9.78
JNPR 74 77 $ 39,099.33 479.09 97.06 65.93
SEBL 58 98 $ 31,383.63 392.81 23.58 30.62
AMAT 26 91 $ 31,330.09 16.10 3.47 4.39
IMNX 53 74 $ 23,045.44 192.27 30.03 40.81
BRCM 18 77 $ 22,153.30 220.07 25.22 9.59
NTAP 47 99 $ 22,098.20 291.84 29.26 33.90
ITWO 54 96 $ 21,584.45 N/A 21.07 2.44
BRCD 83 77 $ 18,786.93 305.98 62.69 46.25
LEH 87 96 $ 15,964.71 11.05 .72 2.40
ELN 68 93 $ 13,392.03 83.22 11.15 6.07
NITE 15 79 $ 2,013.42 7.22 1.62 2.74




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