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

To: Mike Buckley who wrote (27019)	6/28/2000 6:05:00 PM
From: DownSouth	Respond to of 54805

Mike, I wasn't quoting TFM. I was merely stating what we do with quarterly reports. We measure progress and management performance. I certainly believe that the street's expectations are manageable if management; a) knows and stays current on its competitive and customer landscape; b) has built a corporate culture that is not only vigorous, but honest; and c) has the financial infrastructure in place to gauge performance almost real time; d) has the experience and integrity to give the street the right guidance at the right time. CSCO is a prime example. MSFT is another. A company that cannot manage the street's expectations is lacking in at least one of these crucial areas. I consider a problem in any of these areas as a problem that bears watching closely, Gorilla or not.