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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (3543)	7/8/1999 11:16:00 AM
From: Another John	Read Replies (2) of 54805

Uncle Frank, Potential Gorilla Alert. Company Name Trafficmaster Plc. ( U..K.). Per Wall Street Journal Europe 7/6/99: Monopoly in European Telematics market. Core Patent on collecting traffic flow. I have little information as the story is not on-line. Forecast $11m profit this year from $5m last, deals in the U.K. with Automobile Association, Royal Automobile Club and Motorola. I believe I heard last year that they have deals with major auto manufactures. Have a 12 year agreement with Mannesman, German telecoms operator, going live this year. Gorilla-like, made Mannesman pay for infrastructure! Unit sales '98 60,000 Forcast sales '99 250,000 '03 1,000,000 conservative. I will call the company and get full details. Regards All, John

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