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

To: paul_philp who wrote (51647)	6/9/2002 9:13:51 AM
From: gdichaz	Respond to of 54805

Paul: << my distinction, "shared infrastucture" vs. "private infrastructure" markets.>> Thanks for that distinction and clarification. Note that increasingly writers are using the term wireless internet which misses that distinction. Suggest there is a wireless internet, and also a wireless intranet - which sometimes uses the same public delivery system and sometimes not. When the intranet uses a public delivery system as opposed to a private one, there is a blurring of means and concepts which makes analysis more difficult. Your distinction is clear. Would appreciate your further thoughts on how to sort through these areas and where a gorilla might be. Best. Cha2