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

To: Eric L who wrote (35158)11/21/2000 5:00:48 PM
From: kumar  Read Replies (1) | Respond to of 54805
 
Re Gemplus :

gemplus.com might be worth a read - its 55 pages long, and doesnt read well "on screen". I might print it off next time I'm in "the office".

cheers, kumar



To: Eric L who wrote (35158)11/22/2000 4:30:42 AM
From: chmang  Read Replies (1) | Respond to of 54805
 
Thank you Eric for your response,

So,I understand it's a world of open standards hmmm..

""I have heard higher on 2000 revenues. Nice YOY""
Their revenues growth( for the first 9 months of 2000) is 61 % - and 100 % for their mobile phone activity. It's higher than in 1999 (33%). Do you think there could be any growth acceleration in this market?

I've posted on the smart cards thread as you suggested, and keep watching...

Charles


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