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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: John Stichnoth who wrote (23792)4/28/2000 12:02:00 PM
From: Gary Ball  Read Replies (4) of 54805
 
WAP is not TCP/IP. It is appl. software. I would compare PHCM to NSCP or YHOO. PHCM is not Gorilla yet. But it is
very close. Why? WAP will get accepted faster than Internet
got accepted (could be within a year or two). There is very little chance that others can come out competitive products in this short time frame. By the time PHCM is justified Gorilla, its major investment potential is gone. -Gary
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