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Strategies & Market Trends : Gorilla Game Investing in the eWorld

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To: Sir Francis Drake who wrote (1276)2/27/2000 4:53:00 PM
From: Teflon  Read Replies (1) of 1817
 
Morgan, it doesn't take you long, does it? <vbg>

IMHO, CDO is repositioning its business model for a complete focus on eBusiness, and this has effected its top line. Need to find some CDO experts to come and add value to this discussion, for all I can add are some brief observations I've had of the company from the outside.

Regarding spinoffs, I'm hearing rumors that it's in the cards. Nothing certain that I can point to, but I think CDO realizes they have to get some of the value trapped within the company more exposure, and this just might be the lever.

Teflon
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