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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Bruce Brown who wrote (7845)	10/10/1999 11:36:00 AM
From: tekboy	Read Replies (1) of 54805

Bruce posted this a few days ago, and I heartily agree that it is a superb, accessible write-up of the wireless sector's short- to mid-term future. Although the emphasis is on our Finnish friends, the real point of the piece is: "Buy QCOM, hold NOK, sell ERICY." tekboy@almostconvincedwifeaboutericsson.com <<A must read from Fortune entitled Next up for Cell Phones: Weaving a Wireless Web. pathfinder.com Goodies about Nokia, GSM, 3G, Qualcomm/Microsoft and the future of our investment.>>

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