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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Curbstone who wrote (14086)1/4/2000 4:28:00 PM
From: Apollo  Read Replies (1) of 54805
 
Good job Mike:

The focus is on the same markets but the point of entry is much later in their development. Gorilla-game investors should never get trapped by false hypergrowth because they invest based on actual revenues, not projections of boom markets to come.

Globalstar is definitely a play "on the come", without revenues at present. At least with my Exodus play, though it does not yet have earnings, EXDS is drowning in a tidal wave of increasing revenues (12 consecutive qtrs of > 40% growth). Yet it is held lightly, ie, < 1% of my portfolio.

The lack of revenues, my belief in the GG and the fact Q already owns a piece of Globalstar, and that Q will be making handsets/CDMA chips for this market segment is why I am not in G*, though I've followed it since last Spring.

Stan
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