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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: LindyBill who wrote (3624)	7/10/1999 12:57:00 AM
From: Martin Atogho	Read Replies (2) of 54805

Lindy, Q, a gorilla ?? >> Company looks so good it is scary. A year from now it will be getting the same type of attention from the press as our "Big Three", but, right now, the market still does not really understand this company.<< I have been following this and the Q thread for a while now, and I obviously might not yet grasp the magnitude of the growth prospects for this company. Correct me if I am wrong, but while there is immense potential for growth in the wireless arena (and thanks to cdma ), I do not think it is anywhere near the potential that csco and msft had (and still have) when they were at the beginning of their tornadoes. I think that the wireless market in Europe is already developed, unlike here where it is about to take off. Of course there is Asia as well to consider, and china in particular (but growth here will be very slow). I guess what I am after is an elaboration on what is so so special for it to be crowned a gorilla so early on. rgds, Martin.

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