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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (14391)	1/7/2000 11:59:00 AM
From: Eric L	Read Replies (4) of 54805

UF, << Jon Koplik posted the following summary on the Q thread >> Jon is a pretty savvy poster. I personally would never make a Q investment decision on: << 1. AT&T will most probably switch to CDMA at some point >> If I ever can discern some feedback out of the UWC that this could happen, I will immediately add to my already substantial Q position. I remain convinced that this is in the "Wishful Thinking" category. AT&T appears, to be fully committed and moving feverishly forward with planing for the overhaul of their network using EDGE. BTW, heres a very recent newsbyte from Wireless Week discussing TDMA's first baby step on the road to voice and data: "A successful trial of two-way short-message service and wireless Internet on a TDMA network was completed by Nokia, Lucent, Telecommunication Systems Inc. and AT&T Wireless affiliate TeleCorp PCS Inc". News release for this on the Nokia thread. I also don't buy: << 7. Eudora will possibly be THE e-mail backbone for nearly everything, eventually >> Emhasis should be on "possibly" (remotely so). Interesting thought however if properly slimmed down, Eudora having been my e-mail client of choice for a long time before I did the switch to Outlook. On his other points, I agree and those are Q positive. - Eric -

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