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Strategies & Market Trends : YEEHAW CANDIDATES -- Ignore unavailable to you. Want to Upgrade?

To: Sergio H who wrote (2261)6/16/2003 6:20:13 PM
From: Crossy  Read Replies (1) | Respond to of 23958
 
Godot, - CSPI
tough to analyze. OTOH I like their valuation, OTOH I don't like their MODCOMP subsidiary as an investor and neither do I like their recent acquisition. I will stay away from this but do not want to "dismiss" the company either.

See, I don't own ANY CONSULTING COMPANIES or contract research organization. My stance against them is because I think there's a general principal-agent problem to have such entities publicly held. Also those operations don't scale well (centered around human brain factor).

best rgrds
CROSSY



To: Sergio H who wrote (2261)6/16/2003 7:26:12 PM
From: Ken W  Respond to of 23958
 
Sergio

CDIC crosses over tomorrow.

139.142.147.218

Ken

PS early congrats to Max. Next stop UCONN...yeeehhhaaa. We'll have to discuss empty nest on our next call. Good luck to you and your's Tues. amigo, my thoughts are with you.


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