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

To: Mike Buckley who wrote (5057)	8/22/1999 12:00:00 PM
From: Jill	Read Replies (2) \| Respond to of 54805

Hey, guys, I'm just wondering, is there any particular reason we are only comparing Q potential growth with Cisco rather than an average of gorillas? Is that just the particular random example, or is there a more specific reason?

To: Mike Buckley who wrote (5057)	8/22/1999 5:46:00 PM
From: LLCF	Read Replies (1) \| Respond to of 54805

<As for market size, the market is any person on the planet at least 8 years old. How do you calculate the size of that market?> I hear you there... and I'm not qualified to comment on market size [hence my "lurker" status], however unless 3/4 of the planet gets a lot richer, I think they'll be "ripping off" [not paying royalties] on tons of these things, ala MSFT. Not to say thay they're won't be plenty of legit sales... wonder what the mfg. wholesale price on a very basic CDMA phone in Canton province by "no name" mfg.corp. will be in a couple of years... Don't get me wrong, I'm long and believe the story is compelling, just trying to look realistically at the market, I'd use N.America/ Europe/ Australia + the weathly individual/corperate market in the 3rd world for a start... the likes of CISCO on the other hand may actually be stronger in the 3rd world because they're an "infrastructure" play, normally not as lucrative for the Gorilla, but in the third world I'd argue that the consumer end may be weaker than we think. Just tossing it out. DAK DAK