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

To: DownSouth who wrote (28197)	7/17/2000 10:32:43 PM
From: powerchip	Read Replies (3) \| Respond to of 54805

I took your initial message seriously and decided to post some more info about Power One. I am a shareholder and have a vested interest to see it do well. You're asking me to convince you why they are a gorilla. Instead of me explaining these markets to you in a lengthy message, I will provide various links, if you have enough energy to research a company, that explain Power One, and all of the questions you need answered. Other than that, just remember the day you read this message, and then watch the stock ascend over the next year or two. You can mock this or not, but this is not one to miss out on. powercosm.com (click on the PDF download, published by the Gilder Technology Group) power-one.com (explains each division, how they relate, the growth prospects, etc.) hcpower.com (more good info)

To: DownSouth who wrote (28197)	7/17/2000 10:39:01 PM
From: powerchip	Read Replies (2) \| Respond to of 54805

You still sound like a sales pitch. Barriers to entry? extremely difficult product to develop, manufacture, and come up with continuous innovations Open proprietary architecture? many patented devices Tornado? Chasm? have convinced the big boys to buy from them, you saw the list of customers in the previous message Please RTFM and get back to us. Until then, please don't offer these weak, unsubstantiated pitches. You MAY have described a viable market. You have in no way desribed a Gorilla, a King, a Chimpanzee, a Monkey, or a Prince. IPR? Competition? none that offer this complete vertical product line Disruptive Innovation(s)? telecom companies desperately need this "clean" power, Power One offers the complete package Bowling Alley? don't know what you mean by tornado, IPR, and bowling alley