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

To: Michael H who wrote (39925)	3/2/2001 1:29:03 PM
From: Mike Buckley	Read Replies (3) \| Respond to of 54805

Moore wrote about Perefrine as the market leader in a category that has, I believe, a reasonable chance of tornadoing I followed Peregrine when I first followed the front office industry, thinking at the time that Peregrine was part of that category. As I later learned that it wasn't, I still felt it was a terrifically managed company growing rapidly. If the company hasn't already been in a tornado, it's had the kind of revenue increases while crossing the chasm that get mistaken for a tornado. Revenues for the past three fiscal years are $61.9 million, $138.1 million and $253.3 million, respectively. --Mike Buckley

To: Michael H who wrote (39925)	3/2/2001 2:08:35 PM
From: Dr. Id	Read Replies (2) \| Respond to of 54805

Geoffrey mentioned on the mailing list Peregrine Systems as a potential gorilla. I don't know...I never liked Jeff's who spelled their name Geoffrey. Always seemed a little foppish to me. Particularly when my gorillas are DOWN, Dr.Id@jeffisthecorrectspelling.com