Their rate of growth is high. A lot about investing is getting in the market segments where the rate of growth is high.
More Quotes from Francis Gaskins:
But bigger doesn't necessarily mean better -- or even good. If you combine a bunch of regional ISPs hemorrhaging money, then what do you have ... I'd say you have an unbranded management and financial nightmare.Francis Gaskins
Eden has a product that's really neat. Like a number of companies (going public) now, they have a product that's just introduced and is coming out of beta testing or is ready for prime time.
Francis Gaskins
You don't see that in a company that's focused on internal growth.
Francis Gaskins
They do production drilling. In the U.S. and Canada, when the price of oil goes up, it increases demand for their services.
Francis Gaskins
Accelerated is in a really sweet space, ... They're a voice and data gateway.
Francis Gaskins
Some people would say Software.net looks suspiciously like the record business, but there is no customer loyalty in software it's all about price.
Francis Gaskins
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