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


To: Maurice Winn who wrote (35979)12/5/2000 4:46:12 PM
From: Mike Buckley  Read Replies (1) | Respond to of 54805
 
Maurice,

Thanks for the numbers. Now I understand the context. I'll incorporate them in an analysis when can get around to it.

I'm just passing by

What do I have to do to convince you to hang around at least occaionally?

--Mike Buckley



To: Maurice Winn who wrote (35979)12/5/2000 7:10:28 PM
From: Apollo  Respond to of 54805
 
The GG trophy I was talking about was Globalstar! It's in the chasm and in trouble even on a huge Nasdaq up day - a lonely spot of red in a sea of green, but I have it by the leg and am fighting with its mother [Loral] for possession. I'll feed and water it and it'll turn into the biggest Gorilla! Complete with proprietary open architecture [though I'm not sure what that means], a monstrous value chain, high switching costs, huge barriers to entry, no competition, furry arms and a big bottom [line].

LOL!
Impressive sense of confidence. I think your post today is just as brave and enthusiastic about Globalstar, as you were in the summer of '99. Always fun to read your comments. <vbg>

Maybe you could tutor Merlin on sense of humor.<g>

best,
apollo



To: Maurice Winn who wrote (35979)12/5/2000 7:24:21 PM
From: Eric L  Read Replies (4) | Respond to of 54805
 
mQ,

<< Globalstar! It's in the chasm and in trouble .. turn into the biggest Gorilla! Complete with proprietary open architecture ... a monstrous value chain, high switching costs, huge barriers to entry, no competition, furry arms and a big bottom [line]. >>

Ah, If only I could get Tero to think in those terms.

Speaking of our Finnish Friend, what think you of this headline:

"Nokia Aims to be No. 1 in CDMA Market"

Message 14952071

Is this a threat to QUALCOMM's Gorillahood?

Go Globalstar!

- eQ -