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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: johnzhang who wrote (11935)1/8/2000 1:11:00 PM
From: Eric L   of 54805
 
John,

<< Based on positive feedback to proposal of starting a Handhelds GG (gorilla game) portfolio, I'm here to present candidates for the model portfolio >>

Well here I am finally catching up on the G&K thread after a months absence.

Your 12/4/99 post # 11936 here is an excellent start to following a worthwhile topic that I am certainly interested in. Good initiative. Perhaps after I've done my catching up homework I can contribute constructively.

I'm pleased to see you have included Psion in your model portfolio.

I've also snuck a look ahead at the replies to your initial post.

Cha2 has suggested that you include "Phone.com which is the intellectual force behind WAP" (which statement most Nokia addicts would disagree with) and concur with this suggestion.

I will also comment later on Aloha Mike's Post # 12014 which asks "When does the gradual sophistication of the SmartCard qualify it for a place at the PDA/Palm table?". Reason for this is I have been involved in the sales and marketing of smart cards for the last 10 years which is what got me involved with the mobile wireless telephony industry in the United States back in 1994 which is what initially perked my interest in Qualcomm and CDMA way back then.

Sorry for the delay in responding.

- Eric -
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