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Pastimes : John Dessauer's Investors World
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To: DWB who wrote (2283)6/5/2000 2:33:00 PM
From: Diogeron  Read Replies (1) of 2346
 
A "firearms dealer," Daniel? What about a Thai chicken stock? Oops, sorry. Been there, done that.

On a serious note, I was puzzled by your negative mention of Nokia. I thought you held Nokia, or at least did at one time. When ERICY got pounded last year, thankfully, I held on and (at least for now) have been rewarded. My cost basis is less than two bucks a share, on a split adjusted basis. In fact, its very success is what concerns me since the appreciation means it has become a behemoth percentage of my portfolio (33% or so). I guess my question about Nokia would be, if it does suffer Ericsson's temporary demise of last year, do you think it will represent a buying opportunity or that both Nokia and Ericsson are doomed for the long haul because of the mighty Q and/or other factors?
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