Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: johndelvecchio who wrote (30332)	8/23/2000 10:34:13 AM
From: Uncle Frank	Respond to of 54805

Welcome to G&K, John. Mike has had some glowing things to say about your analytical work at MF, and I'm looking forward to your participation here and your opinions about sebl in particular. It's always an honor to find a new member of SI has selected our thread for their first post. Fred Manzo runs our Welcome Wagon, and has put together an excellent faq to help you acclimate to our somewhat esoteric site: Message 14245086 Message 14245091 uf

To: johndelvecchio who wrote (30332)	8/23/2000 6:20:22 PM
From: Bruce Brown	Respond to of 54805

Welcome, Fool. BB

To: johndelvecchio who wrote (30332)	8/23/2000 8:27:43 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

John, Though I'd bet my last dollar that you've already recieved more than one welcome here, I've just gotta add mine and at the same time use it as an excuse to explain to the thread a little bit about why I'm so excited about having you joining us. Gang, I came to "know" John through his participation in the Fool's Gorilla Game thread. As good as the thread is, it's requirements about RTFM are a little less stringent than here. :) In fact, I had the pleasure of sending John his copy of the manual so he could be fully qualified to participate among our band of cohorts here at SI. If you don't recognize his real and screen name, my suggestion is that you immediately sign up for a subscription to the Fool's reports on companies. When you do, ask for all past reports written about Siebel. John wrote them and they're absolutely terrific. But the really ground-breaking stuff most people aren't aware of is John's attempt to quantify the CAP of a company. His model for doing that was "broken in" on no less of a Gorilla than Microsoft. Sadly, I haven't taken the time to peruse the details but a couple long plane rides to and from Peru in the next couple of weeks will surely afford me that opportunity. (My apologies, John, for taking SO long to getting around to it.) Seriously folks, I'm not aware of anyone attempting to publicly measure in specific quantitative terms the CAP of a company. As you can imagine, the mere thought of it causes a valuation junkie's heart rate to move to hypergrowth. Yep, I've been looking forward a long time to having John join us. I'm glad it finally happened! --Mike Buckley