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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: gdichaz who wrote (4501)	8/1/1999 10:04:00 PM
From: Eric L	of 54805

Cha2 <<What in the world happened to VSTR this spring for it to "spring up" like that? >> Quit a bit, TBH. These include (randomly): Methodical digital network buildout of licensed geography - Increased coverage - Incorporation of dual mode GSM-1900/AMPS 800 dual mode handsets featuring both GSM authentication and also the CAVE authentication mechanism that is used in CDMA & TDMA (first in world to do this in early 98) - Focus on wireless data - Solid International Roaming - Pioneer of OTA provisioning and subscription activation - Good shrink wrap marketing - Respected management - Then: Significant expansion of footprint by successful bidding in C-Block reauction of spectrum including licenses in 2 key markets (Chicago & Dallas) where GSM had no coverage - Spinoff from cellular parent Western Wireless and very successful IPO - Strong backing and line of credit from Hutchinson - Merger with Omnipoint (to be concluded end of year) - Rumors of more acquisitions to come (Ariel? & Powertel?) just rumors mind you - Potential to be acquired by or merged with Big Name Telecom Company here or in Europe - International Roaming with Internet functionality in modestly priced product offerings usable here or anywhere in the world - Great net subscriber growth with low churn - Significant events in the GSM NA community which I commented on in a post to another thread: 127.0.0.1:3456/SI/~wsapi/investor/reply-10708149 << the GSM operating company consolidation in the US the background event or possible takeover or both? >> Both, and more, IMO. Wireless is hot (worldwide) obviously. Wireless data is really hot (worldwide) obviously. Merger & Acquisition is rampant. Rumors aboundeth. As you know I am also long "Q" & I see no similar GSM plays (comparable to "Q") long haul (yet) but I have found GSM a fun way to "play" and make money short term. - Eric -

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