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

To: Lizzie Tudor who wrote (53519)	1/27/2003 3:11:03 PM
From: Stock Farmer	Read Replies (1) \| Respond to of 54805

There are no startups in the pipeline, nothing. Suggests something, doesn't it? To an investor?

To: Lizzie Tudor who wrote (53519)	1/29/2003 11:52:03 AM
From: hueyone	Read Replies (2) \| Respond to of 54805

The combination of this prolonged war stalemate and relentless pursuit of financial disclosure* is going to put a lot of teetering companies out of business* Imo, Silicon Valley, as well as many old economy companies, brought this so called "climate of relentless pursuit of financial disclosure" upon themselves. Had any of the BODs and executives taken their fiduciary responsibilities to shareholders seriously, shareholders wouldn't now be taking a step back and asking where all the "wealth" went. Insiders saw the stock options loophole, and couldn't resist exploiting this loophole to the max. Had management even remotely shown some reasonable restraint, stock options probably wouldn't be such and front and center issue. I suspect one of the legacies resulting from the incredible greed and disrespect of shareholders by this last generation of hi tech management, will be that investors do indeed come to view stock options as an expense (properly imo), and the opportunities for financial gain for bright young managers like Ardethan, will be far less than would be otherwise, had not his predecessors been so incredibly greedy and abused the trust that shareholders placed in them. From Huey@feelingkindofonerythismorning.

To: Lizzie Tudor who wrote (53519)	1/29/2003 1:46:45 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Lizzie, The combination of this prolonged war stalemate and relentless pursuit of financial disclosure is going to put a lot of teetering companies out of business, imo. I2 may be one. The long-term trend of i2 is that the more revenue it has generated, the more negative free cash flow it has generated. If the company goes out of business, I suspect it will be due more to that factor than anything having to do with uncertainties related to a war or the resources required to comply with financial disclosure. Regarding your concerns about companies in general (as opposed to i2 in particular), I do wish uncertainties could be eliminated and that government would be more efficient in its pursuit of financial disclosure. But considering that it's unlikely that either will ever come about, those factors become part of a company's ability or inability to compete. That's one of the reasons that in times such as now, the strong get stronger and the weak get weaker. --Mike Buckley