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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: DownSouth who wrote (16275)	1/25/2000 11:23:00 AM
From: Eric L	Read Replies (2) of 54805

DS, Re: QCOM, CDMA, & Mobile wireless Handsets for US Strategis slides. << Eric, is this slide show being discussed on another thread? >> Scott Zion posted another good link on "S&P 500". He posted link to the other set last evening. No discussion yet but expect some when Slacker et al start to examine. All the 199 figures coming in now. STRATEGIS GROUP PRESENTATION ON "US WIRELESS HANDSETS: MARKETSHARE AND TRENDS": strategisgroup.com These slides are good because they differentiate handset sales by new adds, replacement, and churn. This of course applies to the world, not just US, which these slides examine. - Eric -

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