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Hi DJ (ddjnh):

You wrote:
"I basically agree that there is at least a good potential for a GG here. Also, on a related front, somebody (xerohype, maybe?) somewhere posited a GG in wireless software featuring AETH, PHCM, INSP and PUMA, I think. At least those are the 4 that got onto my watch list. (Sorry, I don't know where I saw that)"

I wrote about a GG in wireless infrastructure plays in Rat's board with these two posts that followed from my discussion of PUMA's last quarterly results:
I also posted this looking at PUMA as a Gorilla candidate in this board:

The PDA GG has been won by PALM IMHO, now the WID game is being played out with PALM and Symbian leading and MSFT following behind.

HAND, Sony, NOK, ERICY and others are just handset makers in this game.

PHCM, AETH, PUMA are competing in the wireless application Gorilla Game. PHCM adheres to open non-proprietary standards (WAP) for the most part, while I believe that PUMA has an open proprietary standard. The market is giving the nod for now to PHCM, but PUMA has a lot of momentum in foreign markets with higher wireless internet penetration (Japan, Europe).

INSP is an aggregator of content playing a Godzilla Game in this space.

Obviously, this all just my opinion so do you DD on all these stocks before investing. In the wireless space I hold QCOM (CDMA Gorilla) and PUMA.

Hope this helps.

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