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

To: Uncle Frank who wrote (21063)	3/22/2000 9:46:00 PM
From: voop	Read Replies (1) \| Respond to of 54805

HI Frank Fascinating you would not view the displacement of batteries with fuel cells not disruptive and not discontinuous. As to the same ole electricity, stay tuned to gilder. He envisions a disruption akin to the copper replacemt of fiberoptics (reading his ad) as telecomm will require at least 6 nines of reliability over the threee nines we have now. Voop

To: Uncle Frank who wrote (21063)	3/22/2000 10:24:00 PM
From: Billy Barooo	Read Replies (3) \| Respond to of 54805

Globespan Inc. (GSPN) announce's another new chipset sending the stock up another 20% today. With the stock now commanding a greater than 8 billion dollar market capitalization and up 400% since 1.1.00, does anyone on this thread care? Will someone who's forte exists in the realm of fundamental equity analysis and forward thought look at this juggernaut so that we may either dismiss or back up all this talk that i hear about GSPN being the BRCM of plain old telephone wire's (POTS). Just trying to find some good plays for Y2k.