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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: 100cfm who wrote (37192)12/30/2000 3:01:15 PM
From: Rick  Read Replies (2) of 54805
 
Now that I think of it, with a size 8 times that of its nearest competitor there must be some type of barrier. I always assumed that it does have patients on its own product but that there are just other ways to do the same thing. Otherwise why have 10 competitors? The only one of which I ever heard of at all is L-3, by the way.

The Comverse thread on SI is a little slow. So I don't know that much about the company, except that some of my relatives are beside themselves whenever discussing Comverse. When you have a 400+ % return in a bear market you tend to be that way.

- Fred
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