Gorilla and King Portfolio Candidates Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla and King Portfolio Candidates

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Bruce Brown who wrote (26177)	6/12/2000 12:23:00 PM
From: Eric L	Read Replies (2) of 54805

BB, << Qualcomm, due to the gorilla position it holds in the technology adoption life cycle of CDMA, is a real no brainer for gorilla gamers. I agree. Even if Business Week doesn't today. << Lucent's financial health over the past ten quarters not being that attractive was presented here in the past week >> I look at LU as a company in transition. Certainly a key member of the QCOM value chain and important to CDMA evolution. << Nortel's numbers will be run and presented by The Motley Fool on Tuesday of this week which I will be happy to provide the link to that information >> That would be appreciated. << Nokia and Ericsson if a value chain handset player >> I was thinking more about Nokia and Ericsson on the infra side. Nokia certainly a good handset play today. Cha2 thinks the Asians will threaten. I'm not too much into handsets. Kind of boring commodities to me, but I do think it is worthwhile to look at the "Handheld Game" that johnzhang started: Message 12186529 << Dropped calls, network is busy and standing with a ten foot piece of tin foil is a common way of GSM life for us and has been since 1995 >> Is this primarily at certain hours of the day (rush hour) or pretty universal throughout? What carrier do you use? Thanks for your thoughts. - Eric -

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next