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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Jill who wrote (5069)	8/22/1999 2:52:00 PM
From: Uncle Frank	of 54805

>> is there any particular reason we are only comparing Q potential growth with Cisco rather than an average of gorillas? Good question, Jill. Q is a special type of Gorilla; it is of the Enabling family. The only other members of this group that I know of are Cisco, Microsoft, and Intel. Q should grow up to resemble Cisco, since their stream of ipr and hardware revenue is projected to be in about the same proportion. Franq

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