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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Eric L who wrote (43203)	6/2/2001 9:58:33 AM
From: gdichaz	Read Replies (1) of 54805

Eric L: Re: Message 15885003 Good point. If there were a "child's guide" or a Mobile Phones for Dummies manual or paperback, bet it would be welcome. The "Instructions" issued with the phones are not much help. Re: <<in the interim, 3G buildouts will delay or be less robust than they otherwise could have been, and this relates to StockHawk's uncertainty, my uncertainty, investors uncertainty.>> And BTW how come you yourself have just fallen into the trap of talking about "3G" delays and high prices for "spectrum" when Sprint will be introducing "3G" without significant delay and for a relatively small upgrade cost using spectrum it already has. (Not to mention your favorite Verizon)? (OK I recognize you are making a broad point and concentrating on the growing pains using new spectrum, but couldn't resist) And how about a comment on the Forbes "Smartcards" story from Apollo. Message 15884979 Assume its raining so golf won't keep you away from the G&K. Best as always. Cha2

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