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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Judith Williams who wrote (32461)9/27/2000 11:31:25 PM
From: Mike Buckley  Read Replies (3) of 54805
 
Judith,

You've done a fabulous job bringing everyone's ideas about the networks project into one coalescent format. Thanks so much!

I've got some minor suggestions to make, but they're only minor.

Project Name
I think the offcial name should be "Project Network" from this day going forward.

Net Margin
I suggest that it be clarified to exclude one-time gains and charges.

Cash Minus Debt
I've seen the term, cash, interpreted so differently so often that I'd like to suggest that it should be clarified to mean the following: cash assets, short-term investments, and all other liquid assets.

Question: Is the debt intended to include long-term debt?
If it is, I'd also like suggest that convertible debt be specially noted so readers can appreciate the implications for the balance sheet and thus the extent of the competitive advantage if the debt is converted instead of paid off.

Like I mentioned, only minor suggestions.

--Mike Buckley
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