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

To: JRH who wrote (6141)	9/9/1999 2:17:00 PM
From: gdichaz	Respond to of 54805

JRH: Justin: Since whatever you do in picking candidates for inclusion makes a few happy and many angry, please allow me to congratulate you on including PHCM. Probably why it is tanking today. :-) More seriously, your point is well taken IMO. The list of the 10 Japanese companies using its technology under license is a who's who in Japanese telecom equip manufacturing if there ever was one. And since I do concentrate on telecom equip suppliers, suggest that it is of great importance that PHCM's technology is being used now by all repeat all of the competing wireless systems - CDMA, GSM, TDMA, PHS and analog. PHCM is an "enabling" company in every sense of the GG IMO. It is small, loses money, etc. The chasm isn't even in sight - let alone crossed. PHCM has a better "lock" IMO than Cisco did in 1990-1-2 when Wellfleet was beating its socks off. To me, this is exactly the kind of baby gorilla to put in W&W list. Best and congratulations for your perception. And as you say if you run it from its IPO it sure helps jazz up your lists percentage. :-) Cha2