Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: gdichaz who wrote (3180)	6/26/1999 4:08:00 PM
From: mauser96	Read Replies (1) of 54805

I seriously doubt that any of the players in this space will become a gorilla. The potential market is too big and diverse, and the telecos have a strong resistance to being the captive of one supplier. They will not allow a gorilla to emerge if they can help it. This will be a king prince prince or prince prince prince troika. I just got a brokerage report comparing LU and NT. Last Fall when I bought NT it was a bargain compared to LU. Since then, the price of NT has risen much faster than LU, and they are valued very close to equal by the market on a year 2000 price earnings/growth ratio, price/sales etc. At today's market prices probably the best way to play this is to own NT, CSCO, and LU . It's way to early to know which, if any, will be the big winner. As it becomes more clear, sell the losers and add to the winners. One fact about LU that I found surprising is that AT&T only accounts for about 13% of LU revenue. NT is now winning contracts from AT&T. The market may be underestimating the impact of new management at NT.

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