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

To: Dinesh who wrote (18826)	2/27/2000 10:53:00 PM
From: chaz	Read Replies (1) \| Respond to of 54805

Dinish; Back to my point a moment ago...if the manufacturers adopt the ELON standard, that would be the value chain aforming (double digit PSR's). Builder Associations' acceptances could represent the chasm, and would trail the manufacturers, signaling low triple digit PSR's. Reports of actual field installations would be the bowling alley (mid triple figures), followed by quarterly profits in excess of 30% q/q signalling quads! So yes, Association acceptance would be an "early" "lagging" indicator. :o