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Strategies & Market Trends : Gorilla Game Investing in the eWorld -- Ignore unavailable to you. Want to Upgrade?


To: James Sinclair who wrote (417)10/11/1999 1:58:00 PM
From: Uncle Frank  Read Replies (1) | Respond to of 1817
 
In all the excitement about Q, I forgot to look at gmst.

rtq 76 7/8, up 2!!!

Go Q & G,
uf



To: James Sinclair who wrote (417)10/12/1999 11:35:00 AM
From: Teflon  Read Replies (1) | Respond to of 1817
 
Thanks for the post James. Before I go any further I will suggest that there will probably be some other big wins for BVSN in the near future, though some might start to wonder if they will adequately be able to service all of this work (IMHO).

The issue I have with BVSN is that I do not see any portion of their business as proprietary in nature, or product/service offering that enables high costs of switching. I'd be open for debate on this, but I don't yet see it. Having said that, I am selling puts on the stock as part of my "non-GG" investing strategy -- I love the stock. But for the purposes of this Thread and the G&K, I need some convincing.

Teflon