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Hey Gorilla Gamers,

I thought some people might be interested in knowing that Epoch Partners initiated coverage of Siebel Systems as their best software idea last week, and you can download it for free on their site at

What's more is that they did a CAP valuation analysis (Gorilla Game chapter 4) for Siebel and they quantified it along with laying out the framework in table format. Other than the report I wrote on Microsoft while I was at The Motley Fool, I am not sure of any other report that lays out a CAP analysis. So, for those interested in the mechanics of it, check it out.

The software reports at Epoch provide good background of the industry. I think they are generally weak on financial analysis. But, you can get that elsewhere.


John Del Vecchio
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