Japan just announced that Japanese now use cell phones more than traditional phones. And they buy more cell phones than traditional. Guess why Qcom chose Kyocera?
The G&K index:
If I'm looking at the right one it shows:
Csco, Emc, GMST, INTC, JDSU, MSFT, NTAP, QCOM, SEBL,and SUNW.
Questions: Are EMC, JDSU, NTAP, SEBL and Sunw definitely gorillas or kings? Kings I think, yes?
Why isn't Oracle on the list: isn't it a gorilla?What about Nokia? Isn't it a king?
Just trying to adjust my portfolio so it has only G&K with a tiny portion in wm,voxw and ifmx.
I want to be sure (better to be sure than sorry, right?)
Freeus |
