Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: MU Lation who wrote (1429)	4/23/1999 7:34:00 PM
From: Robert	Read Replies (1) of 54805

But, why should I consider them a Gorilla in my portfolio? Isnt AT&T as well as LU on the other side of the fence (TDMA)? It should be pointed out that LU is on the fence, not on the other side. They are big into both TDMA & CDMA. In fact they will probably win one of the "soon to be announced" Chine CDMA Infrastructure expansion contracts. I also believe they hold the current market lead in CDMA infrastructure ahead of Nortel and Motorola. Robert.

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