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

To: ynot who wrote (48321)	10/25/2001 3:12:41 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

Thanks for outlining your reasoning, ynot. Your explanation is a little sketchy, but a great improvement over your earlier naked prediction. It would helpful if we understood whether your assessments are based on professional insights about the software and the sector, or on impressions derived from analysts' reports and pr releases. Since your profile doesn't answer that question, I'm hoping you will offer us some background. >> no position in SEBL, ever Then since your archive of posts indicates a bias towards trading, I'd say you've missed some fabulous opportunities to profit from sebl's growth over the past several years. uf

To: ynot who wrote (48321)	10/25/2001 3:13:04 PM
From: Thomas Mercer-Hursh	Read Replies (1) \| Respond to of 54805

ERP and CRM market direction SEBL desperately attempting to extend SAP ORCL and others have better products and more coming CRM design is old and doesn't fit multichannel, co-operating with companies that you compete with via channels Connectivity and ability to integrate is poor because of the history of absorbing products and welding together While I would disagree with a number of those points ... at least the ones specific enough to be interpretable ... the question remains why you predict a 50% drop in market cap over 9 months. Why not 75% Or 25% Or 10% growth instead of something more?