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

To: Uncle Frank who wrote (37190)	12/30/2000 2:53:05 PM
From: Rick	Respond to of 54805

Thanks, UF: I always liked Comverse. I owned it in 1999 but sold it to ride the Q upward. I just got back into it recently. My family never sold their shares so some are enjoying a 4+ bagger. What I like about the company is that it is an infrastructure play in phones, it has a 30% projected long-term EPS growth, all its competitors are unknown dwarfs, and its market cap is $18 billion. First quarter revenue from 1996 to 2001 was a follows: $31.52M $42.20M $67.52M $160.5M $200.5M $261.3M So it also has a known track record. I hadn't realize it was a potential king until I recently obtained some research from SSB and noticed its competitor's sizes. As simply a very good company I had assumed it wouldn't be of much interest to the thread. Its shares outstanding are 172.5 million. Its main products are: 1. Mobile e-mail 2. VoiSMS - a voice messaging product. 3. Tel@go2.0 - a voice portal platform that allows subscribers to use voice commands to browse the web. 4. Intelligent Mobile Services. 5. VoiCD - a product that allows listening, purchasing, and distributing of music etc over telecom networks. VoiCD allows users to access a CD, navigate different tracks, and/or buy the CD, or save the tracks to your own CD. The company is rated 2M, B+ by SSB. - Fred