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

To: hueyone who wrote (45866)	8/26/2001 12:41:36 AM
From: Thomas Mercer-Hursh	Read Replies (2) \| Respond to of 54805

I would guess that you are right about it being GAAP versus proforma, but it isn't a question of liking one or the other, particularly with any favoritism. It might be that, were I motivated to look into the specifics, that I would agree that the better number was a fairer statement of their operations and future expectations. It still stands that they are still at a point where they might break $50M this year and that is still very, very small and a quick glance over their financial statements suggests that they aren't quite minting money out of those sales either. If someone were motivated to do something more Hunt Report like, even mini-, I am sure that we would be more motivated to check into things further, but at this size I have to feel that it is a little early to be using the G word.