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Strategies & Market Trends : Gorilla and King Portfolio candidates - Moderated
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To: Eric L who wrote (503)12/21/2003 10:33:44 AM
From: DaYooper  Read Replies (2) of 2955
 
If you have time, Eric, I'd appreciate learning some of your understanding of ARMHY. Could you, in a nutshell, summarize the company and their business. What gives ARMHY a competitive advantage that is sustainable in the wireless industry? Alternately, please direct me to writings that might help me understand their business.

Don Mosher I was going to direct this to you but feared provoking a voluminous response several levels higher than my own comprehension abilities. <vbg> But more seriously, I would be very interested in your thoughts as well.

I don't mean to be requesting Project Hunt reports. Just hoping to gain a basic understanding of their business.

Is there any active discussion forum outside SI?

Thanks, Rory
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