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

To: chaz who wrote (21653)	3/28/2000 10:43:00 PM
From: Mathemagician	Read Replies (1) \| Respond to of 54805

With all due respect, MOBI is an archival play which has an application in EBPP. Nowhere in my nomination did I mention EBPP: Project Hunt Nomination: MOBI I would like to nominate Mobius Management Systems, Inc. (MOBI) for a Project Hunt report. They are the subject of my upcoming report and it seems they have pongoid characteristics. Their industry-leading open and proprietary archival solution has been integrated with SAP and PSFT, among others and could lead to Gorillahood. An independent G&K analysis would be most interesting. I will, of course, make the extensive research I have already done available to assist whoever chooses to take on this task. Or if you would prefer, I could do the G&K analysis myself. One of the things that makes companies like MOBI and INTF inexpensive is that their market is largely misunderstood. To illustrate this point, allow me to quote from INTF's nomination post: INTF a potential gorilla in e-billing in partnership with IBM and Transpoint(Microsoft) We have since all learned that INTF's market is L2i, not e-billing. A G&K analysis of these tiny companies is more challenging than for a larger company whose market is well-understood. However, it is also potentially more profitable. I therefore reiterate both my nomination and my offer to do the analysis should nobody step forward. M