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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Frank A. Coluccio who wrote (3194)	6/26/1999 9:44:00 PM
From: mauser96	Read Replies (3) \| Respond to of 54805

Thanks for the input. That's going to take some studying. You see "toll quality" from a business standpoint, but I was thinking about it also on a consumer level. As you pointed out (and I intended to imply) this is a relative term depending on where you live, so in many countries VoIp may be close to being as good as what they have now. Who can really say for sure how much cheaper packet switched voice will be in a couple of years? Certainly enough to tempt people in countries where the average income is much lower than the US. Maybe they could just give it away as part of a ISP package like done with e-mail today. Your description of the multiple problems facing widespread adoption of VoIP is very interesting. I guess this means that the present system will be with us for a long time. On this thread we should be mainly looking for true gorillas as strictly defined by the gg book, but they are so scarce that lots of us are willing to stretch for diversity. Almost everybody here already owns the main gorillas. Do you have any suggestions for at least prince status? Re AT&T..I didn't mean to imply that there was anything sinister. They were just looking out for what they perceived to be in their best interest.Years ago when they were hit with anti trust I was against breaking them up, because phone service here was the best in the world. I was wrong. I no longer believe in any monopoly, natural or unnatural and the innovations and reduced rates we see today would never have happened without the breakup. In fact if you consider AT&T and the LU and Bells derived from it, and their profits since the breakup, the wise thing to do would have been for AT&T to divest voluntarily. As you say, the world is running on Internet Time now, which opens all sorts of opportunities for investors. It's harder to make money in a more static world.