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

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To: HeyRainier who wrote (31)7/16/1999 10:42:00 PM
From: Percival 917   of 153
 
Hi Rainier,

Re: PSR's of CMRC,ARBA,CLRS, and CNQR... I had to go back to the GG and reread the explanation of PSR's again. I think I am missing something here. My technical analysis is still in the developmental stage. Hasn't quite crossed the chasm yet. I agree that this eBusiness applications space could well be in the tornado in the near future. It appears that Clarus has an obvious edge with "Softy" in it's corner, but it has a way to go to catch Ariba. I probably need a clarification from you on the price/sales ratio that is listed with each of the companies. I look forward to your response. Thanks, Joel
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