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

To: Maurice Winn who wrote (4671)	8/5/1999 9:59:00 PM
From: Apollo	Read Replies (2) \| Respond to of 54805

Maurice: Have been following Globalstar for awhile, since Djane and GdiChaz recommended it here and elsewhere. Interested, but would say, particularly in view of gorilla-hunting principles, that it is early, and is only at the beginning of the chasm which it has yet to cross. IOW, it still needs to complete its satellite launches, then sell worldwide to achieve widespread adoption. The chasm (gorilla-speak) is not crossed until then. After that, revenue growth/earnings growth should explode at ~ 80-100% to be inside the tornado and approaching gorilla-hood. Its potential can make one drool, but it seems to be a very long way off. On the globalstar thread, you and others have had excellent discussion about the many potential pitfalls that lay ahead. For example, inability to transmit when under trees, under cloud cover, insufficient testing of the LEO network under conditions other than ideal, size/clumbsiness of handsets, etc. First LEO network is chiefly for voice; no data transmission, which is where the greater potential is found in telecommunications. 2 questions to provoke you into educating me and my thread members here: 1. Would you like to expound on the many pitfalls for us, and 2. Why invest in Globalstar if one is already invested in Q, which already will benefit in the way of satellite handset sales, royalties?, and already has a 5-8% position in globalstar? TIA, Stan

To: Maurice Winn who wrote (4671)	8/5/1999 10:04:00 PM
From: JRH	Read Replies (1) \| Respond to of 54805

Maurice: I'd like to personally welcome you to our thread. I enjoy reading your rants over on the Q! thread. Regarding GSTRF, it was brought up a while back as a candidate for my G&K Watch and Wait portfolio, but nobody really made a convincing argument for it, and the discussions on it sorta vanished. However, I think that you made some good points in your argument, and I will therefore add it to the portfolio! Justin Herr Chartmeister, G&K W&W beta.siliconinvestor.com (I use the beta site because I personally think it is better)

To: Maurice Winn who wrote (4671)	8/5/1999 10:06:00 PM
From: Mike Buckley	Read Replies (2) \| Respond to of 54805

Sunny, Now that I've read everyone's response to your question about strategy, I'm going to make a suggestion that is completely different. Rather than focusing on specific companies, I suggest focusing on much broader categories. After deciding on which of the broad categories you want in your portfolio, look at the companies in them and select one or two. What categories? Choose your fancy, but consider any or all of the following: 1) Industries 2) Bowling alley, tornado or Main Street 3) Size of market cap 4) Enabling or applications technologies --Mike Buckley