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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: hueyone who wrote (43254)6/12/2001 11:50:34 PM
From: Mike Buckley  Read Replies (1) of 54805
 
huey,

From a post you wrote more than a week ago in reaction to Epoch's Siebel report and the PEG ratio of 0.7: Never underestimate what lengths a Street research firm will go to to put a positive spin on a company for which it has underwriting business, stock options, rights or warrants.

Now that I've read that report and the CRM report written by the same team of three analysts, I think it's important to note that of the more than 60 companies mentioned in the two reports, Epoch's full disclosure indicates that:

1) Epoch doesn't make a market in any of the companies;

2) neither Epoch nor its officers own options, rights or warrants to purchase shares of any of them;

3) neither Epoch nor Ameritrade, a minority shareholder of Epoch, had been an underwriting manager or co-manager of any of them in the last three years; and

4) an investment position in ITWO by at least one of the analysts involved in the preparation of the report is stipulated in the CRM report. The Siebel report published two weeks later indicates that no analyst involved in the preparation had an investment in ITWO. Moreover, none of the analysts involved had investment positions in any of the other companies mentioned in the two reports.

If I remember correctly, you had a bunch of questions and I promised to get back to you. I'll try to find your post.

--Mike Buckley
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