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

To: Bretsky who wrote (22528)	4/11/2000 12:47:00 AM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

I've always had plenty of reasons to ignore Jubak, but that article gives me a new one -- that it is unbelievably vague in my mind. After defining all the risks of each of the companies, he gives a "nod" to each of them. He then writes that he'd sell Commerce One and buy i2, calling the decision "that simple." But the very next sentence says why he might wait. Apparently it isn't as simple as he would have us think. However, the best line is this one: "... the risk in these stocks is higher now than it was a year ago when valuations were lower..." It makes me wonder how many MBA programs he graduated from before coming to that insightful conclusion. --Mike Buckley P. S. Sarcasm mode is now disabled.