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

To: Poet who wrote (793)	11/21/1999 11:13:00 AM
From: Mike Buckley	Read Replies (2) \| Respond to of 1817

Jill, Poet, and all, The two of you just posted that you're confident ARBA (or was it i2?) is undervalued. The issue of quantitative valuation is entirely ignored by the authors of the manual. How did each of you come to the conclusion that ARBA is undervalued? What process did you use? I don't know enough about the company or the market cap to have an opinion. Instead, I'm hoping to learn something from the two of you (and others) about valuing potential Gorillas and Godzillas. Gosh knows I thought Siebel was overvalued when I bought it nearly two years ago, and look what has happened since! --Mike Buckley