SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Gorilla and King Portfolio Candidates
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Apollo who wrote (39964)3/4/2001 10:18:36 PM
From: DownSouth  Read Replies (1) of 54805
 
Apollo, I am familiar with Peregrine in the market place, not the stock market place. I believe that an IT slowdown will have a particularly unwanted effect on their sales growth. Implementation of asset management systems is very expensive and the ROI is almost impossible to predict or to measure.

There is lots of competition in their space. They have no particular IP on which to build BTEs, though switching costs are very high.

I have no intention of considering them as an investment. I do not consider their market one in which a King nor a Gorilla will emerge.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News