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

To: tekboy who wrote (31715)	9/16/2000 9:41:38 AM
From: Eric L	Respond to of 54805

Re: ERICY - 3G << ERICSSON INAUGURATES NEWEST 3G EQUIPMENT PRODUCTION FACILITY >> ragingbull.altavista.com - Eric -

To: tekboy who wrote (31715)	9/16/2000 10:28:43 AM
From: Jon Khymn	Respond to of 54805

Tekboy & Eric, thanks for the explanation. Do you think GSMT will have mkt cap of INTC or MSFT (over 300 billion) someday? If so, when do you think it will happen?

To: tekboy who wrote (31715)	9/16/2000 10:50:31 AM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

tekboy, if you believe (with Merlin) that GMST is an applications gorilla rather than an enabling technology one Close but not exactly right. I believe the technology is partly applications-based due to the nature in which end users interact with it. It is also partly an enabling technology in the way it provides the data to the end user without which it would be impossible for the end user to manipulate it. About everything else you wrote, you have learned well. :) --Mike Buckley