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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: LindyBill who wrote (12631)12/12/1999 2:15:00 PM
From: gdichaz  Read Replies (1) of 54805
 
LindyBill: Thinking about Young King's in telecom area, Nokia comes to mind.

Nokia is not all that young in GSM but it is certainly young in CDMA.

If, as seems to be more and more the consensus guess, Nokia does buy the Q's handset division and there is then a close working relationship with the Q on CDMA (ASICS from the Q), joint efforts in spreading CDMA One and HDR, etc., then Nokia could have an even brighter future than in the absence of that.

But even if Nokia does not buy the handset division, Nokia still looks to me to be a Young King in handsets.

Cha2
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