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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Bruce Brown who wrote (11940)12/4/1999 12:50:00 PM
From: pala  Respond to of 54805
 
Bruce; that high number comes from their Oct 1998 low during the hedge fund-ruple event.

Since that was the low point of ERP valuation I use it as a bench mark for various companys recovery. So that number is a best case number. Many bought at that price including me, but my average cost is higher.

If I recall correctly the three companys that have recovered well are Oracle, Siebel (sp) and i2. I may not have looked at everyone.

Enjoy
Doug


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