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Strategies & Market Trends : Gorilla Game Investing in the eWorld

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To: Teflon who wrote (1277)2/27/2000 5:02:00 PM
From: Sir Francis Drake  Read Replies (3) of 1817
 
<<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.>>

There's a CDO thread on SI, not extremely active:

Subject 18757

You might want to cross post there, and invite them to come over and post some info here.

Yes, retooling is in order for them - it looks very old-world as a set up (they pay dividends!). Their float and shares outstanding is large. Quite a bit of work seems to me - but if they can pull it off...

Spinoffs are a MUST - there is no other way for them to catch any fire with the mo-mo crowd otherwise, IMHO - too many other options.

Morgan
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