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


To: Jean M. Gauthier who wrote (12416)12/8/1999 10:38:00 PM
From: Another John  Respond to of 54805
 
Jean,

Sun has a nice value chain with Amdox (DOX) and Comverse (CMVT) supporting telecom billing and value added services respectively.

I have been looking at Comverse as a potential Prince or King with 40% market share in telecom value added services but am awaiting the investor pack as I like to read the hard copy.

I know that some here have held the stock and would appreciate any help with nomination or assassination.

Regards,

John