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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Bruce Brown who wrote (43328)6/8/2001 2:41:01 PM
From: gdichaz  Read Replies (2) of 54805
 
Bruce: What you seem to be describing is a King at best, perhaps a Prince for BEA. Am I misunderstanding? Cha2

PS. Siebel may be a gorilla, but the case for BEA seems weak.

PPS But what should have been front and center is that while as I often do I have a stake in both, they are well beyond the areas I follow most seriously, wireless and fiber.

PPPS Just for real chuckles and to show that I continue to be a person who marches to a different drum (my own) around here, one of my major holding back in the stone ages (late 1980's and early 1990's) was Oracle - before Ellison went to Hollywood and sailing - and it was - to put it mildly - profitable. Note: That was one of the stocks I sold to buy into wireless and fiberoptics.
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