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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: LindyBill who wrote (17166)	2/4/2000 11:02:00 AM
From: John Stichnoth	Read Replies (2) of 54805

re: QCOM and component shortages An obvious question for the thread that I haven't seen asked: What are the components that are short, and who makes them? Q and Motorola have both apparently referenced component shortages as constraining handset delivery. There are obviously various component makers supplying these parts. These makers are, along with QCOM, presumably participants in the Tornado. Is there an opportunity here? Best, John

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