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Strategies & Market Trends : Bowling Alleys and Tornadoes: G&K Hunting Grounds

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To: HeyRainier who wrote (28)7/16/1999 7:30:00 AM
From: Percival 917  Read Replies (2) of 153
 
To Rainier: Congrats on starting this new thread. I had a thought and wanted your opinion. Could we start 2 baselines of maybe a half dozen or so companies that are A) companies in the application software arena that look to be close to entering the bowling alley and B) companies in the enabling hardware or software who look to be close to entering the tornado phase. Everyone could always post relative news items the the respective companies, and we can add or delete companies as we see they either meet the criteria or don't. Just a thought. I personally would like a specific list of companies that I can watch and do DD on and go from there. Thanks for your feedback. Joel
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