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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Uncle Frank who wrote (7006)9/25/1999 2:28:00 AM
From: tekboy  Read Replies (1) of 54805
 
<<gmst really has my attention, but I am equally fascinated with rnwk.>>

Mike and Stew, along with that Corcoran guy (Mike's brother? <g>), convinced me about GMST. The three keys were: size of potential market; strength of proprietary rights to the technology; imminent settlement of lawsuits.

Regarding RNWK, I'm sold on the first count--size of potential market--but still uncertain on the second. As you say, we need to look at the strength of their IPR. Isn't it true that there is lots of competition out there? How certain can you be that RNWK will be able to hold onto its leading position under pressure from others?

your devoted nephew,

Tekboy

PS the recalcitrant bride has been worn down enough to give me some more funds to play with--the exact words were, "your enthusiasm is annoying, but infectious." This has allowed me to establish small positions in CTXS, GMST, and ICGE without selling any Q. (The last is way overpriced, I'm sure, but I just got sick and tired of reading about all this B2B stuff and watching from the sidelines...)

PPS I presume everyone saw the WSJ story about the SI poster who graduated to running a fund...it's only a matter of time before a certain carpet salesman follows that path...<ggg>
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