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

To: DownSouth who wrote (33187)	10/17/2000 3:58:04 PM
From: johndelvecchio	Read Replies (1) \| Respond to of 54805

Hey DownSouth, I'm trying to "squeezit" and "takethemoney" too. I'm not wasting my time, just trying to find undervalued securities. If they spin-off something in the storage sector with ARCServe and distributed platforms and Internet, I would look pretty closely b/c that is the best managed part of their firm, in my opinion. The value there is probably worth more than the entire company, but it gets muddled in the mess of 800 products. Mike Buckley reaffirmed my belief in a question I posed, which is that investors are going to look to pure plays to place their bets. CA is an effective "investment bank" of sorts. A change in strategy may server shareholders very well. Other than that, I am pretty unemotional about CEO's and Chairman. It's nice to know that Wang has been an effective philanthropist. But, I am a capitalist, and if he can make me money, fine. Best, John