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

To: Teflon who wrote (2062)5/20/1999 10:13:00 PM
From: Mike Buckley  Read Replies (1) | Respond to of 54805
 
Teflon,

Have I convinced you to do a little DD on SFE yet?

I'm intrigued by it, but haven't taken the time to look into it. If I do get around to it, you'll have to share the credit with chaz too and the others.

One main question: What are the significant differences between SFE and CMGI?

--Mike Buckley



To: Teflon who wrote (2062)5/20/1999 10:50:00 PM
From: gdichaz  Respond to of 54805
 
To Teflon: Mike is the best DD man I know, but it is hard to get him involved. He wasn't even tempted to look at LWIN even though that is a child of the Q. Actually, I have to agree with his approach, the front office is a dynamic area and keeping on top of it is of first priority. Any research outside that field is secondary. For me, telecom with wireless and fiberoptics is plenty. That is why I rely on you re SFE. Chaz too


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