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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Another John who wrote (2121)5/22/1999 3:15:00 PM
From: marginmike   of 54805
 
Do not forget that the Q is at the threshhold of several very very lucrative business's. As many of you know Wireless Knowledge has imense potential, as does Non phone ASIC chips. For instence CDMA car radio Chips> if everything(appliances) will eventially be hooked on line then they will use communication chips. If CDMA is the standard, and ,most effient they will be used. We also have OmniTracs which is a very profitable(spinoffable) division, GSTRF which could(50/50) be very strong and Eudora. Eudora will be used to connect data service to individual users and will have alot of hidden value. Their position in LWIN will be valuable, as might be their position in nextwave. All in all the estimates going forward are baisacly for ASICS, Handsets, And omnitracs. There could be big upside surprises if something pans out!
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