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

To: Apollo who wrote (49161)	11/27/2001 11:39:12 AM
From: Dr. Id	Read Replies (1) \| Respond to of 54805

Spent some time last night with a software analyst, millionaire investor, and he spontaneously offered how he had done extremely well with Siebel and ITWO in recent years, but dumped them in 2000. Stan, Did you ask him about Rambus? (I assume that you did, and since you didn't mention it I assume that his response wasn't good...) :) DrId@stillholdingintooblivion.pov

To: Apollo who wrote (49161)	11/27/2001 12:47:06 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

>> Anybody know anything definitive about Peregrine? Yeah, their symbol is prgn :-). 11/13/01 10Q biz.yahoo.com They appear to be growing nicely, even through the downturn, but cash flow seems to be a problem. They recently filed an S3 form with the SEC that will allow them to raise up to $250M through the sale of common and preferred stock, debt securities, depositary shares and warrants. 11/13/01 S3. edgar-online.com It might be standard S3 boiler plate, but this section of their submission caught my eye: We have incurred substantial losses in recent years, and predicting our future operating results is difficult. If we continue to incur losses, if our revenues decline or grow at a slower rate, or if our expenses increase without commensurate increases in revenues, our operating results will suffer and the price of our common stock may fall. Through September 30, 2001, we had recorded cumulative net losses of approximately $1.5 billion, principally as a result of acquisition costs related to acquisitions completed since late 1997. We have incurred, and expect to continue to incur, substantial expenses associated with acquisition related costs. The amortization of goodwill and other intangible costs will result in our continuing to incur net losses for the foreseeable future, which could lead to a dramatic decline in our stock price. Ouch. uf

To: Apollo who wrote (49161)	11/28/2001 12:02:09 PM
From: gdichaz	Respond to of 54805

Apollo: Re Peregrine: Message 16587385 Best. Cha2