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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: stockman_scott who wrote (13863)9/13/2002 1:24:25 PM
From: Bill Harmond  Read Replies (1) | Respond to of 57684
 
09:26 ET ZRAN Zoran should be bought on ESST weakness - Pac Growth (13.24) -- Update --
In contrast to Thomas Weisel's downgrade (8:42), Pacific Growth believes the problems at ESST are co-specific and bear no relevance on ZRAN's ability to meet its quarterly forecast; says ZRAN was already undervalued, and any weakness attributable to the ESST miss should be aggressively bought into; reiterates Overweight rating.



To: stockman_scott who wrote (13863)9/13/2002 1:32:16 PM
From: Lizzie Tudor  Read Replies (1) | Respond to of 57684
 
I've talked to Bill Gurley before, interesting he likes supply chain software. Theres a supply chain software startup around here, I know some of the people and they are still alive. Nobody wants to join them and trade pay for equity now... whereas equity was hard to get 2 yrs ago when they were founded. I wonder if it would be a coup to take a bunch of equity in lieu of pay at this moment... hmmm
L


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