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

To: hueyone who wrote (43435)	6/13/2001 2:09:38 AM
From: Mike Buckley	Respond to of 54805

Huey, I've got printed copies of both reports in front of me. I believe that items #1 through #4 you mentioned refer to the list of companies noted above them. As an example, if the number "1" is placed next to the name of one of the companies, the statement applies to that company. I realize that's not made clear in the report. Actually, like the details I've questioned in the rest of the report it's so unclear that it's very, very misleading. The only reason I believe my interpretation to be accurate is that I read the CRM report first. In that report, item #5 indeed references ITWO. Moreover, since the CRM report is about an industry, not a company, the statements make no sense unless they are to be correlated with a footnote referenced in the list of companies. On the other hand, I'd like to believe that your interpretation is accurate. I hate to think that none of the analysts are investing in any of the great companies mentioned on that list. But maybe they're no better with their investments than their attention to details. :) --Mike Buckley