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

To: Mike Buckley who wrote (1104)	4/6/1999 12:24:00 AM
From: DaveMG	Read Replies (1) \| Respond to of 54805

Mike We're all aware of the margins and so is "The Street". The runup is to a large extent a reflection of the hope that with the divestiture of infrastructure the margins will improve and fast. This is what's accounting for the upwardly revised estimates.. Q may be an emerging Gorilla, she's got some of the requisites to the extent that I understand them, but Telecomm may turn out to have no Gorillas, only Royalty..we'll see... It's amazing to me the way people are jumping on all of a sudden..(Warning: rhetorical question)Where were you guys when the stock was in the 50's,60's 70's? The story really hasn't changed that much.....Dave