We're on a slippery slope here. I don't think that discussing your portfolio in public is cool - I think it's downright tacky. Maybe this is one of those cultural quirks. We're really Nordic up here in Nordic countries, Dave. Discussing which stocks are appealing, when and why is just fine. Getting into specifics is kind of pornographic.
Actually, people are way more comfortable with porn here - we get it even on state-owned television networks. I like it that way. I'd never get used to censors bleeping out bad words and cutting up movies... or to people discussing their portfolio make-up in graphic detail. I guess one of us is a perv, Dave. "Which one?" depends on the cultural context, I guess.
The question of how many consumers really want global roaming and how badly is the key to many companies, isn't it? That's going to impact AT&T, Sprint, Globalstar, Voicestream, Motorola, etc. There's really no way to tell whether it's 2% or 20% until next year. That should be interesting.
Tero
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