YEEHAW CANDIDATES Message Board

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Strategies & Market Trends : YEEHAW CANDIDATES

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To: Sergio H who wrote (2261)	6/16/2003 6:20:13 PM
From: Crossy	Read Replies (1) of 23958

Godot, - CSPI tough to analyze. OTOH I like their valuation, OTOH I don't like their MODCOMP subsidiary as an investor and neither do I like their recent acquisition. I will stay away from this but do not want to "dismiss" the company either. See, I don't own ANY CONSULTING COMPANIES or contract research organization. My stance against them is because I think there's a general principal-agent problem to have such entities publicly held. Also those operations don't scale well (centered around human brain factor). best rgrds CROSSY

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