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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (28593)7/23/2000 3:46:13 PM
From: Sunny  Read Replies (1) of 54805
 
Then if 50% of revenue comes from existing customers, it follows that 505 of their revenue comes from NEW Customers. If this is indeed the case, it is phenomenal! or some other fantastic word.

I can not imagine a business that doubles it's customer base every quarter! One could imagine that this scenario can only stand so long. However, even if it held for a few years it makes your "CONSERVATIVE" projections of holding share constant very understated.

I am soon coming up on my 1 year anniversary of owning SEBL and have been very pleased with the results. I am not letting go of this sucker for quite a long time! I may not see the 168,000% number that BB talks about with Cisco, but I want to give it a chance.

Sunny
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