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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (48323)10/25/2001 9:13:14 PM
From: ynot  Read Replies (1) of 54805
 
uncle frank,
i saw siebel when it started, the first offices,
heard about the employee appreciation and integration approach,
not for me at any price, up or down

i have spent quite a few years in, as well as observing, the software services market

trading is my interest only in that understanding patterns,
especially the subtle changes in rhythm and cycles, intrigues me

sebl drops in 9 months, imho
just my mental checklist, market, competitors, customers, quality of product (sic) and employee stress
not to mention that the funds will cash out soon as this is one of the few that will save their performance records

that is why 9 months or roughly three reporting periods

regards,
ynot :)
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