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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Michael H who wrote (39925)3/2/2001 1:29:03 PM
From: Mike Buckley  Read Replies (3) of 54805
 
Moore wrote about Perefrine as the market leader in a category that has, I believe, a reasonable chance of tornadoing

I followed Peregrine when I first followed the front office industry, thinking at the time that Peregrine was part of that category. As I later learned that it wasn't, I still felt it was a terrifically managed company growing rapidly.

If the company hasn't already been in a tornado, it's had the kind of revenue increases while crossing the chasm that get mistaken for a tornado. Revenues for the past three fiscal years are $61.9 million, $138.1 million and $253.3 million, respectively.

--Mike Buckley
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