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

To: LLCF who wrote (5094)	8/22/1999 7:44:00 PM
From: Mike Buckley	Respond to of 54805

David, You make some great points about Q's obstacles. but in the third world I'd argue that the consumer end may be weaker than we think. Not weaker than I think because I think the demand is nonexistent in parts of the third world. Even so, when we speak of the market we're talking about the market's growth, not just the market of today. While the third world has its humongous obstacles, the obstacle of having to plant and string telephone poles is now removed thanks to the wireless industry. --Mike Buckley