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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (6993)	9/24/1999 11:14:00 PM
From: Mike Buckley	Read Replies (2) of 54805

Folks, About 50 posts ago a new screen name appeared in our folder, so I'd like to extend a warm welcome to "sand wedge." When the two of us first met, the manual hadn't been written. I was interested in investing in Siebel but was leery of the valuation. In the most unimposing way, he suggested that I might be interested in drawing my own conclusions about comparisons of Siebel at that time in the company's development with PeopleSoft's comparable period. I did that, drew my conclusions, swallowed hard and invested. In the 18 months since then, Siebel has been highly profitable for me. I'll always be indebted to him for suggesting a perspective I would not have otherwise considered. Glad to have you around, sand wedge! --Mike Buckley

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