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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (2122)5/22/1999 4:28:00 PM
From: chaz  Read Replies (2) of 54805
 
Mike B:

Well, maybe I'd better re-think my thinking about SFE. You've certainly given me the room to do so by pointing out what the radar screen WILL show when the IPO's begin. Mike, that's exactly the kind of "vision" I seem to lack. I did get my share of gains with IOM.

Not quite OT: I see in the news today that Penny's is going to beef up it's web-based sales, sell off the credit card, and go public with 20% of Eckard. It's the web stuff that interests me....is this the "front end" software opportunity. Someone will have to provide the software that will handle those web sales. Who is making that, if it isn't SEBL? And, as this whole web-sales trend continues, isn't this at least an opportunity for a King to be crowned. Nominations anyone?
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