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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: DownSouth who wrote (24964)5/18/2000 9:06:00 AM
From: Peter Sherman  Read Replies (1) of 54805
 
FWIW - 1 - resignation of KK, CEO at JDSU, is odd - waiting for CC info --
2 - have been told that BS at Loral told the big boys yesterday that tho' GSTRF ramp-up is slower than wished, it is doing OK - also that more funding is not a problem - also that there is another business model involving SPs that sounded like their value increasing as part of a data transmission venture - unsure as to exactly what he said -- any ideas/info out there
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