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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Ruffian who wrote (14601)	1/8/2000 4:27:00 PM
From: Eric L	Read Replies (3) of 54805

Ruffian, << I see Europe isolating themselves >> I honestly see CDMA continuing to isolate itself to some degree while I also see the Europeans becoming GLOBAL Telecom players (they already are). GSM was once a European thing. No longer. Not for a long while. You and I certainly have a different perspective on this one. I hope we can agree to disagree on some matters. <g> << Dr. J knows full well they will eventually come to the table >> If he still thinks this way it is costing you and I as QCOM shareholders some $, IMO. Actually I think (or I sense) that his stance on this which was necessitated by strategies and tactics that worked well for CDMA in the past is changing. << p.s. I own NOK. >> I don't (anymore). Sold it all to buy QCOM <g>. I'm into Gorillas and Kings, not Princes, however Noble, and Nokia is darned Noble. - Eric -

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