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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: tero kuittinen who wrote (19879)3/12/2000 11:15:00 AM
From: Uncle Frank  Read Replies (2) of 54805
 
Thanks for the summary of your expectations for gsm's outlook and migration path, Tero, and for the effort you made to put it into a Gorilla gaming framework. Your point about switching costs being unusually strong in this sector is well made, particularly if one reflects on the large number of carriers still employing analog technology.

>> The real problem is this: I can't answer 14 posts without being accused of intruding the thread. And now when I leave I'm guilty of evasion.

I don't think anyone will accuse you of evasion, Tero, and you can be confident that you've left the Gorilla hunters with some points to ponder. Since we're not a stock specific thread, further detailed discussion is probably best left for the NOK and Q threads. I trust you won't mind if some of us visit your home thread to continue the debate.

Thanks for stopping by and for the courteous manner in which you presented your case.

uf
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