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


To: William who wrote (18146)2/16/2000 11:18:00 PM
From: Mike Buckley  Read Replies (1) | Respond to of 54805
 
Siebel Valuation

Take a look at a series of posts from the Fool.

The thesis:
boards.fool.com

Further testing of the thesis, but be aware that the $11 billion market I mentioned is a typo that should have been $21 billion, corrected in the third URL:
boards.fool.com

The correction noted above:
boards.fool.com

Enjoy and comment!

--Mike Buckley



To: William who wrote (18146)2/17/2000 6:03:00 AM
From: JDN  Respond to of 54805
 
Dear William: Yes, I agree completely with your statement. Hope as time goes on you may bring some of the GK thinking either to the MVIS thread or here. I find it very interesting. JDN