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To: Mohan Marette who wrote (233)4/2/1998 11:41:00 PM
From: greenspirit  Read Replies (2) of 236
 
Hi Mohan, taking a quick look through the list the only company I know something about is Intuit. But of course everyone knows something about that company since the attempted take-over by Microsoft. It looks to me like a very aggressive portfolio. Not really aligned by my value/Growth philosophy. Looks like your doing pretty good with it though. Good luck.

As far as Intuit goes, I believe the company is overvalued in relation to future growth potential at this point. It's a fine company but how much money do they really think they are going to make being pretty much a two product company. I could be wrong though, since I really don't follow that industry very closely.

Sorry I couldn't be of much help.

Best, Michael
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