Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (50856)	3/28/2002 10:10:27 AM
From: chaz	Read Replies (1) of 54805

Yeah, I've seen that, and looked at some of the lists. You're right, it's impressive, but they appear to be somewhat dependant on high-tech. It would be nice to know what percent of sales come from each of the categories they list....but while that would be great for investors, it would also be giving too much IQ to competitors. We'll probably never see that level of disclosure. Refresh me: Wasn't there some commentary from Tom Seibel re I2 some months ago? Can't recall what that was about exactly, but I seem to recall it was a bit threatening. Chaz

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