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

To: gdichaz who wrote (4485)	8/1/1999 1:09:00 PM
From: mariner	Respond to of 54805

Gdichaz Further to your QCOM "luck lines" theory: Sierra Wireless recently went public. Trades on TSE. This was partly a spinoff from one of our favourite Kings, PMCS - some good roots there which might help to distinguish the company going forward. One further possible luckline is Infowave Wireless, which unbelievably trades on the Vancouver Stock Exchange (soon to be listed on TSE I believe). IWM is closely linked to Wireless Knowledge, having been selected to provide the software to link WK products to MS Exchange/Outlook email services back at the company server. Very small - but a possible shiny pebble. There are threads on both here at SI. I like the idea of following some of these QCOM partners in crime. Linking with a gorilla certainly can't hurt them in their very early stages. FWIW, the new JDSU combination while likely not a gorilla is likely to be a very profitable King going forward. Seems to me that many of the thread participants have played Kings successfully in the past, (Dell, AOL come to mind). I think JDSU is a similar situation where although not protected with gorilla status, the company is going to be extremely successful nonetheless, particularly given the sheer strength of demand for bandwidth enhancing products. I believe this is one of the few situations where a gg investor could seriously look outside the normal parameters to invest.

To: gdichaz who wrote (4485)	8/1/1999 2:13:00 PM
From: Eric L	Read Replies (1) \| Respond to of 54805

Cha2 << Phone.com by the way many of you may recognize under its earlier name as a private company - Unwired Planet. >> WAP will be BIG but it may have a short window. My former company (sorry to keep saying that) had an early equity investment in them (and also Kopin) who has display technology that plays in this game. In addition to the thread you referenced for phone.com I have this one bookmarked: 127.0.0.1:3456/SI/~wsapi/investor/Subject-29380 Thread is called "Acess Anywhere, Anytime. Cell Phones/PDA's join the Net". Guaranteed there will be some plays noted here. Not sure if its phone.com but ... Actually I fell asleep and missed the phone.com IPO and I've stayed away from Kopin which has been dead money for lots of folk but I think is now or was recently around an all time high. I think there is a lesson in that (getting in too early) when in the chasm. I'm not to much into the basket thing. I brought up phone.com here once and Frank suggested I write it up. I did but on the Bowling Alley thread (which Frank made me aware of): 127.0.0.1:3456/SI/~wsapi/investor/reply-10551425 Didn't (hasn't) get/got much play. - Eric -