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

To: Uncle Frank who wrote (4598)	8/3/1999 8:34:00 PM
From: cfoe	Respond to of 54805

Re: the "broadband IP services" industry and the Gorilla Game. A few months ago I attended a meeting at which Paul Johnson was one of the speakers. He said the following: "broadband IP services" is an area for the Gorilla Game and he made three distinctions within this larger industry: Voice telecom, IP and Transport. He said the first two are definitely areas for the GG while Transport is a King/Prince game. This left me with a some questions and I just realized this may be the place to get them answered: 1 - What does he mean by voice telecomm - is this a game for companies making the technology (mainly software) to improve voice over the Internet? 2 - Does the IP game include wireless? Is this the game Qualcomm is in? 2a - Does this also include the IP router companies (Cisco, Juniper, etc.)? 2b - What other areas/companies are in this game? 3 - Does the Transport game include folks like T, WCOM, QWST, etc.? Thanks in advance for any and all responses.