Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: pann1128 who wrote (16095)	1/23/2000 7:58:00 PM
From: LindyBill	Read Replies (1) \| Respond to of 54805

I remember you mentioning that you want to invest in companies showing a profit. What made you change your mind <GG>? One of the problems with posting to this board is that you people are too damn smart, and you have long memories. I can't get away with anything! I thought Merlin would be the one to nail me for posting exodus, but a Computer Science Major like you is also "anal" enough to be watching the numbers! :0) The fact that EXDS has not made a profit would normally keep it off my list. I also really don't like the fact that the company is really just a hi-tech warehouse, with a lot of "whistles and bells" attached. The following reasons are why it is on my list: 1) They really seem to be leading their market, and have a way to go before competition can compress profits. 2) The reason for no profits is the high capital cost of acquiring new business that will pay out at the other end, and Mr. Market is not penalizing them for it. 3) Since I have pulled 22% of my capital off of the table, I am willing take a bigger risk than I would have otherwise. 4: The stock is going like gangbusters, why not "Ride the Tiger"? If I do invest in EXDS, I suspect that items 1 through 3 will justify the buy for me, and item 4 will be the real reason I bought it! :0)