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

To: Martin Atogho who wrote (3974)	7/18/1999 3:16:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Martin, Great question. Yr/yr growth exceeding 100% on a quarterly basis, is one of the tornado signs, as per the GG. Should we be expecting this tomorrow, or do we have to wait till next qtr? I've never seen the company's revenue numbers broken out in sufficient detail to determine CDMA revenue. For that reason, I ignore the total revenues insofar as implications about the tornado are concerned. Instead, I look to the CDMA Group's data about CDMA subscribers to keep track of the tornado. Actually, that's even better than using revenue as a basis of understanding the extent of the tornado. The CDMA subscription numbers ARE product adoption, which is what the tornado is really all about, even more so than revenues. --Mike Buckley