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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote ()	7/4/1999 8:02:00 PM
From: Tom Ardnij	of 54805

Thread--Great discussion on transition form pc based growth to communications and storage. Don't forget communications chip manufacturers as beneficiaries of this transition. Broadcom is one of the leaders and Texas Instruments for DSP chips. The transition to communications (data) is driving this industry as well. Is there a potential gorilla in this space? See excellent NY Times article on growth of AOL and it's strategy: nytimes.com Regards, Tom

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