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

To: Knight who wrote (22204)	4/4/2000 9:01:00 AM
From: Mike Buckley	Respond to of 54805

The Front Office Gorilla Game: Narrowing It Down to One Stock In my Game report over the weekend I mentioned that Remedy's primary market, the internal help desk market, has turned out to be a comparatively small market of only about $500 million currently and growing no faster than the much larger CRM market. By comparison, that larger marker is expected to be in the neighborhood of $15 billion in four or five years. It is possible that the internal desk market is really larger but has been subsumed by the larger CRM market. In either case, Remedy's opportunities are limited by that market compared to Siebel's opportunities in the CRM Market. Remedy has been trying to minimize the effects of that issue by going after other sectors of the CRM market and appear by their press releases to have been particularly effective in the procurement software market (procurement of products needed to run the business, not supply-chain procurement.) As successful as that strategy might be, it takes them consistently into a collision course with the Gorilla of CRM, Siebel Systems. Based on all the limitations described above, I will finally "sell" Remedy Systems in the not-real money Front Office Gorilla Game at the opening ask price of this morning's market. I will combine the after-commission cash generated from the sale of those shares with all currently available cash to purchase more shares of Siebel Systems at a later date not yet determined. I don't want to buy shares now because I have a policy of never standing in front of a freight train barrelling down the tracks. While some might percieve that as market timing, it's simply something I learned ten years ago. I'm not sure the current softening of the Nasdaq is truly that sort of freight train, but if is I want to be standing well beyond the crossing guard. Knowing that I can never time the bottom, I will make the "purchase" after the Naz has turned upward and hope it isn't a dead cat bounce, so to speak. All caveats about my ownership of these and other stocks in the Front Office Gorilla Game continue to apply today and are clearly spelled out in my monthly post about the Game dated posted April 2, 2000. As always, do your own homework and please don't make any investment decisions based on the stuff that comes from my keyboard. --Mike Buckley

To: Knight who wrote (22204)	4/4/2000 3:17:00 PM
From: Ausdauer	Read Replies (3) \| Respond to of 54805

Gorilla Hunters, SanDisk had the sell-off from hell today. Who says gorilla's never go on sale? I find it a bit perplexing that the legal decision has lead to volatility precisely in the direction I least anticipated. Anyone who bot SanDisk today please raise your hand and say "Aye". Ausdauer

To: Knight who wrote (22204)	4/4/2000 5:45:00 PM
From: Ausdauer	Respond to of 54805

SNDK dipped to $70 today, down almost $100 from its recent highs. Who says kings never go on sale. Ausdauer (Is that OK, Mike?)

To: Knight who wrote (22204)	4/4/2000 6:05:00 PM
From: Ausdauer	Respond to of 54805

More impressions on the Lexar ruling... eetimes.com "We are thrilled by this ruling," said Dan Auclair, senior vice president for business development at SanDisk (Sunnyvale, Calif.). "This is a clear decision that they were infringing on our patent." SanDisk filed a complaint against Lexar (Fremont, Calif.) in March 1998, claiming the digital storage card vendor violated a fundamental SanDisk patent covering storage cards with on-board controller functionality. "Any removable flash memory card that includes a controller will infringe upon our patents," said Auclair. "It's a pretty broad patent."