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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Eric L who wrote (25777)6/3/2000 8:46:00 PM
From: gdichaz  Read Replies (1) of 54805
 
Eric L: Curious what you think of Phone.com? Since I have found Dr J to be right in his judgement and careful in his statements, I remain puzzled by his coolness to WAP.

Is WAP a temporary flash in the pan or does it have staying power?

I own some Phone.com as part of a "basket", but am uneasy about it, while I have much more confidence in Psion in that same basket. (As you can see, basket is broadly defined for me)

In fact the basket I like best is Qualcomm.

What thinkest thou?

Best.

Cha2
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