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Strategies & Market Trends : Bowling Alleys and Tornadoes: G&K Hunting Grounds -- Ignore unavailable to you. Want to Upgrade?

To: Percival 917 who wrote (32)	7/17/1999 5:33:00 AM
From: John Stichnoth	Read Replies (3) \| Respond to of 153

Thanks yours. On Fixed Wireless, this might give us a good start: multexinvestor.com But, I'm not sure whether we want to concentrate on the CLEC provider, or the equipment provider. If we could find an equipment provider moving towards dominance, I'd feel better. On Rambus: "The bus is leaving!" Don't wait too long! I've rarely seen so clear a winner. The only limit, so far as I can see is that one of the gorillas (INTC?) might buy them before we see full value. :o) Still looking in medical. (You're right. It is harder in medical; we don't have as much info). How about genome projects? imo of course.