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


To: Uncle Frank who wrote (18833)2/27/2000 11:17:00 PM
From: chaz  Read Replies (1) | Respond to of 54805
 
Uncle Frank, don't want to take issue with you on this one, but HUNT is teaching me some things I didn't know. I looked into ACTU a bit...I ACTUALLY went to the web page, and read some of the stuff there.

For a small cap, 127% y/y growth isn't unusual, nor is 30%q/q. But what is impressive is the customer list...part of which reads:

Actuate powers e.Business sites for Global 2000 companies and Internet start-ups including Bank of America, Charles Schwab, American Express, MCI/Worldcom, US West, HotJobs.com and Healtheon. Internet vendors reselling Actuate include Ariba, Aspect Development, BMC, Clarify, PeopleSoft and Siebel.

Founded in 1993, Actuate has headquarters in San Mateo, Calif., and has offices worldwide. For more information on Actuate, visit the company's Web site at actuate.com


Those of you using Schwab may be benefactors and not know it. It's not clear what the relationship is with some of these other companies, but they've named some people we know pretty well.

Would anyone like to take this on as a HUNT candidate? I suspect it could be very interesting.

Chaz. Hummmmmmmmming