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

To: Uncle Frank who wrote (34305)	11/3/2000 5:54:55 PM
From: tinkershaw	Respond to of 54805

Tinker, your experiences with gstrf may not be representative of the usual pattern for LEAPS instruments. Globalstar is the only penny stock I know of on which LEAPS are available, and are as such an extreme example. Completely agree. GSTRF is indeed a very, very, unusual situation. I was very surprised when I actually did the calculation and discovered that in absolute terms I would have lost equal amounts of money. But I do know at least one other penny stock with LEAPS: PsiNet PSIX. (crashed to the 2s and 3s last time I checked. Highs may have reached the 50s or so, although this would have been at least a year ago). But for now I am LEAPED out. Tinker P.S. Has anybody done a hunt report on RBAK. I honestly think it is a gorilla. Not a gorilla in the making or a gorilla-candidate, but a full-fledged pognoid. It looks a lot like CSCO did in about 1992-1994, only with larger markets to attack than even CSCO was looking at back then. From what I understand, once RBAK is embedded in your systems, you either pull RBAK out completely and start over, or you just add more RBAK equipment. And RBAK is embedded in over 300 service providers, including 70% of the DSL connections in the U.S. The RBAK equipment is very software dependent, and is discontinuous in not only its functionality but also in its cost-effectiveness. The SMS being a router like product on the edge of the network allowing the service providers to engage in value added services that they desperately need to monetize their large investments in any form of broadband activities (wireless, cable, DSL, fiber, doesn't matter the form).