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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Wyätt Gwyön who wrote (49213)	11/28/2001 6:11:15 PM
From: Caxton Rhodes	Read Replies (1) of 54805

My response to you being nuts was in regard to your cagr of 10%. Wireless is much much cheaper to deploy than wireline and is in its infancy as far penetration goes in third world countries. GNP is well known for tracking teledensity. Phones are the first thing that will come to these countries. Latin and South America- Current Population 444M wirelss penetration 14% India - Population 1B wireless penetration .3% China - Pop 1.3B wireless penetration 7.5% Southeast Asia - Pop 355M don't have penetration #s There is a lot of room for cagr > 10% As for a ten bagger on QCOM in 9 years, i think more like a 5 bagger. Caxton

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