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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (52582)	8/29/2002 4:47:08 PM
From: chaz	Read Replies (1) of 54805

Mike... I agree, there's usually some time spread between the announcement and the fact. You have any thoughts on the M&A part of my query? We know the .coms have folded, but there are many chip companies that haven't, some of which would probably make good fits in larger organizations. I would presume without actually knowing details that the same is true among software firms. Yet we've seen little acquisition activity, and it, as I said, puzzles me, because now while the environment seems well priced, it's not happening. If investors buy high and sell low, maybe companies do too! Chaz

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