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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Don Mosher who wrote (44939)7/26/2001 12:55:19 PM
From: Thomas Mercer-Hursh  Read Replies (1) of 54805
 
Already, I have twice admitted that I have not studied BEA's competitors. So, I have no ready answer, and I am not willing to do all of the searching to satisfy everyone's critical comments, or, as in your case, their desire to learn more from someone who might know. I would be happy if someone else can do some of the heavy lifting.

So, would you be prepared to take a position in BEAS without having looked at the competition?
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