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

To: Uncle Frank who wrote (4668)	8/5/1999 8:41:00 PM
From: Maurice Winn	Read Replies (4) \| Respond to of 54805

G&K nomination Globalstar. [I haven't read the thread so maybe this has been done already]. Read some stuff here: beta.siliconinvestor.com It's George Gilder's comments. He's not a bad commentator, but prone to error [heh, heh]. For example, he says in there that in 6 months people will be able to call from any spot on the globe using a Globalstar phone. That is far from the truth. Well, it's sort of true in that about half the population of the world will be covered, but the coverage maps show it is very much regional coverage and will remain so for years. Here is the gateway rollout timetable from Loral. loral.com But that's a small point. The big point is the technology trajectory to the future and Globalstar has got all angles covered. [Once the USA government stops messing things up]. The first few years will be a matter of battling through stone age LEO technology. But when constellations 2,3,4 and 5 are aloft, it will come into the big time. The very big time. Globalstar is the only LEO with Qualcomm CDMA for voice. Globalstar is one of few who have spectrum. The lead times are enormous. The technology risks are huge [but Globalstar got it right]. The capital needed is huge. CDMA is swarming all over the planet. All the technology pathways favour Globalstar. There is no serious competition in the LEO voice sector. The demand when WWeb Globalstar handsets/devices are small and cheap will be astronomical. Globalstar might be bigger than Qualcomm, apart from little details like WK, Eudora with voice/encryption/EFTPOS/Images/etc, Condor, Cinecomm and stuff we don't know about yet. But no buying Globalstar because I want to buy some at $15 and if you all get in before me, you'll push the price up. After I buy, I'll give you the okay to get some too. Maurice PS: Thanks for the friendly welcome folks, but you don't fool me. I know you are just trying to pretend that this thread is more civilized that the Q! threads. Go suck a lemon! [Also UncleF, I notice that it isn't just brains that shrink with age. If only golf scores would shrink with age too. Anyone scored their age here? The other problem with age is that when you're young, you don't have money but need it, when old, you have it, assuming you invested in Q! etc, but your body can't do what is demanded of it.]

To: Uncle Frank who wrote (4668)	8/5/1999 10:39:00 PM
From: Douglas W. DeVries	Respond to of 54805

Hey Uncle Frank & Thread: I've been a lurker to this thread for some time now and I truly have come to value the exchange of information and opinions. I've owned QCOM since the summer of 1998 thanks to George Gilder and the QCOM thread. It's been far and away my biggest winner to date and I think it has a long way to run. I'm especially excited about the shares of Q I have sitting in my Roth IRA. I may get to retire after all, even when the Social Security system is bankrupt or when our beloved government decides to means-test and screw over all those individuals who have had the foresight to plan for their own retirement. Well, enough ranting, hey Maurice? On a gorilla/king discussion note I cannot stop thinking about JDSU. I pulled out my March 1999 issue of the Gilder Technology report again and I could not help but note again George's simple equation on page 3 of the report: JDS + UNIPHASE = INTEL (of the Telecosm) Uniphase is even headquartered within minutes of INTC in San Jose. As George writes further: "Telecom capital equipment providers now want their components served in prefab modules which the JDS Uniphase merger will greatly facilitate." I have learned not to ignore George's pearls of wisdom. He pointed to the ascendancy of the Q long before it was recognized as a gorilla and added to the S&P 500. JDSU may not be a gorilla but it will likely be no less than a very powerful king. FWIW, Doug