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

To: Jon Khymn who wrote (10159)	11/12/1999 7:23:00 AM
From: John Stichnoth	Read Replies (2) \| Respond to of 54805

Web, imo, there won't be a dsl gorilla. The telcos that buy the equipment have the power, and are forcing standards-based equipment. Further, the early leader and would-be king is Alcatel, which is ripe for picking due to their French 35-hour work rules. On wireless, stay out of QCOM's way. The fbbw players will be bumping into each other, until they suddenly discover that Q's hdr has let their customers escape through a side door. Don't forget to read the Manual this weekend! Best, JS