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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Uncle Frank who started this subject6/5/2001 1:15:40 PM
From: Mike Buckley  Read Replies (2) of 54805
 
For those of you who glossed over the Epoch report on Siebel, part of it is very rare and worth a hard look regardless of your interest (or lack of it) in Siebel. It's got a quantitative analysis of Siebel's CAP. The entire report is at epoch.com

I won't be able to read the report until this weekend at the earliest, but I certainly will get around to it soon.

Thanks to John DelVechio (sp?) for pointing that out on the Fool thread. By the way, for those who haven't noticed, he recently made the choice to leave the Fool.

--Mike Buckley
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