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

To: chaz who wrote (50865)	3/28/2002 4:44:50 PM
From: Larry S.	Read Replies (1) \| Respond to of 54805

take your dramamine and your scotch - here's an 8 year view of the same two stocks. siliconinvestor.com hmm, so why didn't we sell in march 00? for another perspective, here is a 5 year chart on SEBL, ITWO, the NAS composite and the Dow Industrialshttp://www.siliconinvestor.com/research/comp_chart.gsp?cs=ITWO&csi=COMPX&cs=SEBL&csi=INDU&cs=&cs=&cs=&cs=&cs=&n=60&p=month

To: chaz who wrote (50865)	3/29/2002 10:41:51 PM
From: FR1	Respond to of 54805

ITWO is getting hammered because everyone believes that MANU is eating their lunch. MANU just had numbers to reinforce that thought. I saw a interview with the CEO of MANU and he really plays that for all it is worth. Talking about how ITWO was 5 times their size just a short time ago and now it is only 2 times their size. Also, perhaps SEBL does not have a major competitor in the customer service space the same way ITWO has MANU - so maybe SEBL is a safer bet if people think we have a recovery? Add to that the fact that most people won't touch this field until they are certain we are in a strong recovery. The idea of a double dip recession brought on by a FED that starts raising rates while we are not ready for it is very real. The FED already went neutral and everyone knows that if they were crazy enough to create the recession they are certainly capable of creating a second one.