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To: Bob Rudd who wrote (7327)5/26/1999 6:22:00 PM
From: James Clarke  Read Replies (1) | Respond to of 78618
 
If you haven't read Michael Porter, you need to. Just find the "five forces" chapter that Bob referred to.



To: Bob Rudd who wrote (7327)5/30/1999 4:25:00 PM
From: Shane M  Read Replies (1) | Respond to of 78618
 
Bob,

Thanks for the mention of the Michael Porter book. I will read. Sounds alot like the competitive issues brought up in "Gorilla Game" type investing.

Shane