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

To: Mike Buckley who wrote (12532)	12/10/1999 9:13:00 AM
From: Cosmo Daisey	Read Replies (2) \| Respond to of 54805

Mike, I don't have time to read every thread so this may be a repeat. BRCM and CNXT are going head to head with each company announcing new products about the same time, sometimes the same day. They are both similary situated geographically and appear to know what each other is doing. As the rest of the world catches up to the US the demand for modems and chip sets they make should increase at a rapid rate. The estimate of 50 % of the US on the net and the US users making up 90% of the netizens would seem to indicate a huge potential for world wide growth for both these companies. Any thoughts anyone? cdaisey@holding-both.com