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

To: Rick who wrote (37189)	12/30/2000 1:04:07 AM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

Fred, I didn't know a thing about Comverse Technology until I read your nomination, but after doing so, I feel like an expert on CMVT. That was... marvellous, just like your faq. I'm looking forward to the discussion to follow, as I am sure is Justin. uf

To: Rick who wrote (37189)	12/30/2000 8:09:13 AM
From: 100cfm	Read Replies (2) \| Respond to of 54805

Fred Great post. Why do you feel there is NO BTE, are there no patents on their technology??. It would seem to me at least that there is a high switching cost. Once a carrier has built their network around CMVT's enhanced services I would imagine it would be very costly,and disruptive to switch to another companies products. To me that counts as at least one major BTE. Found it odd that SSB would issue such a glowing report and only rate the company outperform. Being a tech stock and being up and near your 52 wk high was an accomplishment this yr. They deserve at a minimum a "buy" recommendation for that alone.<gg> Any other info would be appreciated.