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

To: gdichaz who wrote (22466)	4/9/2000 10:45:00 AM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Since I am the one who might have initially raised the issue of "pure" Gorilla Gaming, I'd like to clarify my thoughts on that. Cha2 mentioned: "The purest of the pure would be an investment portfolio which contained nothing but gorillas." I think any investment practice that adheres to the manual is "pure." The primary focus of the folder as I understand it is investing in Gorillas and Kings while being on the outlook for companies that will SOON become one or the other. In my mind, so-called pure Gorilla Gaming includes a larger scope than our primary focus here in this folder. --Mike Buckley

To: gdichaz who wrote (22466)	7/5/2000 11:34:34 AM
From: StockHawk	Respond to of 54805

>>someone like myself, who concentrates on wireless and fiberoptics<< I was just reading an update on fixed broadband wireless in Technology Investor (July) and they made some interesting points concerning the last mile potential of fixed wireless, such as: Insight Research predicts that fixed broadband wireless revenues will grow from $197 mil in 1999 to $1.5 bil in 2004, a 50% annual growth rate. There are substantial barriers to entry, since an FCC license is required and the FCC "has already auctioned off the available licenses in the US". Four companies are the primary participants in this market: NXLK, WCII, TGNT AND ARTT. (The market is commercial buildings, not residential.) Could perhaps be a royalty game to keep an eye on. Your thoughts? StockHawk (aka Plutus)