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: Mike Buckley who wrote (30400)	8/24/2000 1:42:41 PM
From: ratan lal	Read Replies (1) \| Respond to of 54805

Mike, Tell me what's wrong with my thinking. All numbers should be taken without regard to the type of business. Industries that have high cash flows and low A/R would mean that there is less risk in that industry than in another. Since SEBL has increased A/P that means their execution has to be near perfect else they will not receive those funds. Meanwhile their expenses continue in expectation of receiving those funds. Conversely, the cost of entry into that field goes up since the new co. has to spend huge sums of money up front for development and then carry A/P for longer periods of time. That is why you will never catch the mafia entering any business other cash. And we all know how profitable that business is.