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

To: tinkershaw who wrote (21554)	3/28/2000 1:24:00 AM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Tinker, Glad to know I'm not the only one looking at financial statements. :) as Seibel's receivables were quite high and outgrowing revenues not too long ago - which is what kept me out of Seibel I'm curious. Considering the strength of Siebel in the context of the manual and that the company's operations were generating huge cash flow, would you make the same decision now about another company with similarly strong characteristics? --Mike Buckley

To: tinkershaw who wrote (21554)	3/28/2000 9:47:00 AM
From: chaz	Respond to of 54805

Hello TinkerShaw.... I may be mistaken, and TekBoy is going to climb all over me about this, but since you got here, I think somebody has been reading your stuff. siliconinvestor.com Chaz

To: tinkershaw who wrote (21554)	3/28/2000 9:57:00 AM
From: BDR	Respond to of 54805

Re: LHSP buys Dragon, marketshare <<I did a little "Peter Lynch" this weekend at Best Buy and checked out the consumer voice recognition market. Dragon and LHSP equally dominated the shelf. IBM's product was practically vanquished, a small little thing overlooked. With this purchase, if the Best Buy trip was any indication...LHSP should dominate the consumer market.>> From the WSJ article on page B9, 3/28/00: "With the deal, L&H will vault to the No. 1 spot in this fast-growing retail market, which is expanding at about a 20% annual rate in terms of units sold. Closely held Dragon, Newton, Mass,. has about 48% of the U.S. market. L&H is second with 36%, followed by International Business Machines Corp., which holds about 15%."