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

To: James888 who wrote (27739)7/12/2000 10:41:59 AM
From: michael_c  Respond to of 54805
 
>CTXS bouncing off its bottom? Thoughts about an initial investment in the stock would be >appreciated.
>James

I owned CTXS and sold on the earnings shortfall. The fact that they missed their numbers (dramatically) means the tornado has not started. If the tornado has not started they are not a gorilla and I don't think they ever will be.

Why would you want to invest in the company now? As a value play?

Mike



To: James888 who wrote (27739)7/12/2000 12:50:39 PM
From: DownSouth  Read Replies (1) | Respond to of 54805
 
James, I still don't detect any gorilla genes, royal blood nor strong winds in CTXS. That's just my opinion. Their solution is a stop-gap measure for their customers. Demand will tail off over time.

I welcome disagreement.


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