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

To: Uncle Frank who wrote (783)	3/19/1999 4:38:00 AM
From: Martin Rasch	Read Replies (2) \| Respond to of 54805

Was at the CEBIT yesterday, Some thoughts: Flatscreens overall the scenery. Asked some vendors but they all still have difficulties to deliver 17" and above. In addition, they still are quite expensive. But this segment is very likely to become tornado behavior. Since there is no proprietary control in Flatscreen at a whole, there is no playground for a GG. Plus, in the mayor companies the Flatscreen business is only a part of their business, so it is hard to predict how big the impact of a Flatscreen tornado to their revenues is. BUT Since all brands have difficulties with the supply of 17" and above there must be a bottleneck. I suspect there is only one supplier of the TFT layers. There could be a GG possible. This manufacturer has already a tornado environment (much more demand than they can supply) and their might be proprietary advantage. Does someone know more about TFT manufacturing? IP- Telephony everywhere. Definitely in a tornado stage. Probably a royalty Game. The task for the GG investor is now to figure out the big players (LU...) and do the research explained in the book (Market share......). I appreciate inputs from the thread! Fiberobtics: a field worth to watch. Probably in the bowling alley stage but with good prospects to enter tornado stage. We should be prepared and build a basket (mindwise) here. In general: Not much noise about Pentium III. Intel is running a big PR campaign here to push it so I was astonished to find their presentation quite boring. AOL (which is placing huge PR activities here, I get a 40 hour free CD every week, No one else in this market does it as aggressively as they do). had much crowd at their booth. MSFT was big (as always) but nothing exceptional. On the contrary similar to Intel somekind of boring. Greetings from Bavaria Martin