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

To: Mike Buckley who wrote (45094)8/1/2001 10:10:25 PM
From: kumar  Read Replies (1) | Respond to of 54805
 
he might put the Oracle case study in different light in the upcoming version.

Is there a new version forthcoming ?

cheers, kumar
PS: hopefully, it excludes the godzilla stuff, with all due respect to Id.



To: Mike Buckley who wrote (45094)8/2/2001 12:19:15 PM
From: tinkershaw  Respond to of 54805
 
That doesn't reconcile with his most recent statement that despite the current downturn in the performance of high tech companies, he thinks cash is the better investment for the time being. It appears that he has changed his mind about valuations at least somewhat, in which case he might put the Oracle case study in different light in the upcoming version.

That is my impression as well with some of his later comments on the GG thread.

Tinker


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