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


To: Mike Buckley who wrote (43421)6/12/2001 7:36:11 PM
From: Jamuck  Read Replies (1) | Respond to of 54805
 
New developments in the BEAS/IBM clash,
dailynews.yahoo.com
Mark one down for IBM.



To: Mike Buckley who wrote (43421)6/12/2001 8:48:03 PM
From: straight life  Read Replies (1) | Respond to of 54805
 
"The page cannot be found", though I repeatedly tried your Epoch link.



To: Mike Buckley who wrote (43421)6/13/2001 2:58:34 AM
From: Judith Williams  Respond to of 54805
 
Mike--

quality and comprehensiveness

When I was doing optics research, I was struck by the same things in the Epoch reports.

Perhaps because Epoch doesn't spread itself thin and confines its research to just four major technology sectors, when it does a blitz on a market segment, it does it up in grand style.

What is particularly useful is that they actually talk about the business--rather than ramble on trying to justify the recommendation or some target they've set on the stock price.

--Judith Williams



To: Mike Buckley who wrote (43421)6/26/2001 10:39:29 AM
From: JHP  Respond to of 54805
 
from CRM software industry report
they have VIGN included in a table on page 3.
i believe VIGN will be the gorilla in this space
see the deals they have signed with BEAS,IBM,etc
identifying VIGN early as a gorilla candidate<g> and <NG>
john