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

To: Apollo who wrote (4672)	8/5/1999 10:16:00 PM
From: Maurice Winn	Respond to of 54805

Stan, Best to check in at the Globalstar thread for all the pitfalls. As you say, there is a chasm yet to cross = getting real people to buy real phones and pay real money. That doesn't look a risky chasm, just one which might not be handled the best way it could. The main risk is minute prices too high for the first year. They can lower them, but I doubt they will very quickly. Why invest in Globalstar if already in Qualcomm? That's a tough one and I've resisted, so far, switching more value from Q! to Globalstar and rightly so, so far. It's like trying to eat at a delicous smorgasbord - can only eat so much and must pick the most delicious. So far I've gone for a bit of each. From $25 and $140 it's hard to know which will be the best investment for the next 3 years. Either one could be, but I suspect Globalstar. Then again, WK might take off. CDMA will continue super fast, but quite a bit of that is already in the Q! price. Maurice

To: Apollo who wrote (4672)	8/9/1999 12:32:00 PM
From: Apollo	Respond to of 54805

Thread.......Rambus in PixelFusion graphics biz.yahoo.com The new 3D accelerator should be the first graphics add-in card to incorporate Rambus® (Nasdaq: RMBS - news) RDRAM® memory - a memory that was selected for its excellent throughput characteristics. Current simulation tests show that this architecture will be able to shatter existing ProCDRS-02 benchmark scores by more than doubling the scores of today's most advanced high-end, proprietary 3D workstations. I think this is a taste of the future with Rambus which enables other technologies to better fulfill their potential. Stan