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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Carolyn who wrote (25942)6/6/2000 10:35:00 PM
From: Mike Buckley  Read Replies (1) of 54805
 
Carolyn,

I don't remember seeing you posting here in the past. My apologies if we've met and I don't remember.

Mike, regarding NOK, CDMA and 3G, Nokia is working closely with IDCC to develop WCDMA products, presumably bypassing QCOM.

"Rule #4: Hold gorilla stocks for the long term. Sell only on proven substitution threat."

For me, the threat isn't proven.

--Mike Buckley
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