Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Mike Buckley who wrote (4095)	7/20/1999 3:23:00 AM
From: Martin Atogho	Read Replies (1) \| Respond to of 54805

Mike, Measuring the tornado, by using the revenue as an indicator, is as per the GG, the reference for us all, I believe. I was the one who mentioned this, because it certainly would be an indicator. My point is that much as there are might be many rev. sources related to CDMA, once all of these are pooled together, it should be instantly clear if the revenue growth from all of them is reflecting the expected gorilla potential. As you rightly say, can only use CDMA subscription nos. as the indicator, FOR NOW. Eventually those subscriptions will have to be reflected in the revenue. To an even greater extent next quarter, we hope. Just my .02, of course. MA