Value Investing : From the school of Benjamin Graham & Warren Buffett.
Updated: 6/5/2002; 1:48:03 AM.

 



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Monday, April 15, 2002


XcelleNet - a company I'd work for!

Long before this company was acquired and ultimately sold by Sterling Commerce, I visited a couple of companies that were using the flagship product called RemoteWare. Never before had I seen a piece of technology as well thought out for its application. This dates back to the early or mid 90's. Now private again and under the leadership of Joan Herbig, XcelleNet appears to have a very bright future.


7:03:52 PM     Comments[]


PayPal moves earnings report!

With some people speculating that eBay might buy PayPal, the latter company announced today that it is moving its earnings call UP to this Wednesday.


6:47:44 PM     Comments[]


The Power of Media Ownership

Sue Herera of CNBC and Jeffrey Immelt, CEO of GE, owner of CNBC had a fine chat this afternoon. The chat provided a forum in which GE could refute the points made in yesterday's New York Times article.

This came on the heels of today's announcement by GE. The stock closed below $32 a share and has lost around 20% in the past couple of weeks.


6:42:19 PM     Comments[]


© Copyright 2002 Steve Pilgrim.



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