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

To: DownSouth who wrote (8301)	10/14/1999 4:26:00 PM
From: $Mogul	Read Replies (1) \| Respond to of 54805

GSPN- Did not know I needed a nomination speech, so I apologize. GSPN will be a super growth story this year and next. I think GSPN has a real chance to become a gorrilla candidate if they don't get bough first. GSPN's chipsets both DSP and analog are produced by Lucent for them. xDSL will be growth story of the next 2-3 years. GSPN owns a sizeable market share of this sector. Major customers include Cisco and NEC. Lucent, Cisco and Intel hold equity positions in GSPN. Globespan has over 100 customers representing more than 80% of the Digital Subscriber Line (DSL) market. Based on 1997 results, Globespan is the world's largest supplier of DSL modem chipsets. Globespan's founding technical team began developing advanced modem algorithms and a DSL optimized, billion operations per second (BOPS), software downloadable, digital signal processor (DSP) in 1988 at AT&T Bell Labs. Globespan's fourth generation technology and five years of field experience in delivering commercially deployable DSL solutions has been the primary driver behind the Company's success. Today, Globespan is the only supplier offering production quantities of a family of products for all DSL segments (ADSL, HDSL, SDSL, RADSL) to leading communications equipment manufacturers and service providers worldwide.

To: DownSouth who wrote (8301)	1/13/2000 1:41:00 AM
From: $Mogul	Respond to of 54805

DownSouth- so far my GSPN call is developing nicely..... I also think that ARBA and A will be future Gorilla's in the next 5 years. Time will tell.