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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mike Buckley who wrote (2122)5/23/1999 5:09:00 PM
From: Teflon  Read Replies (1) of 54805
 
Mike Buckley,

" there is greater reward potential in SFE because it hasn't had any IPOs"

Mike, SFE has had several IPOs. Does TLAB sound familiar? The big difference between SFE and CMGI from a market perspective right now is PR. Once SFE (as Musser indicated will happen in the near term) gets the word out and the PR machine rolling, I say SFE will start to catch CMGI in market cap.

Teflon
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