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

To: Bruce Brown who wrote (42323)	5/2/2001 8:25:13 AM
From: Bruce Brown	Read Replies (1) \| Respond to of 54805

A well deserved new CEO announced at i2 Technologies this AM. Greg Brady takes the job as he was promoted from President. biz.yahoo.com Of course Tucci has now been the CEO at EMC for 100 days. Any other top management changes of recent outside of these two and Yahoo!'s CEO switch? BB

To: Bruce Brown who wrote (42323)	5/2/2001 12:14:22 PM
From: Pirah Naman	Respond to of 54805

This area is typically called the Communications IC companies. Golly Bruce, I said "Among the communication IC makers..." G I am quite aware of the various areas and niches. My point was not, however, whether any of them will become powerhouses or not (or even about comm IC companies). My point was, and remains, is there really a perception that there is that degree of differentiation (in terms of potential) between them at this point? Or is the pricing an artifact of something else? How much pricing is based on fundamental beliefs and how much on "other" especially when we consider how many do not carefully study the fundamentals? BTW, you missed GSPN. G - Pirah