SI
SI
discoversearch

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 ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Apollo who wrote (26691)6/22/2000 11:18:00 PM
From: Mike Buckley  Read Replies (1) of 54805
 
Stan,

I would first like to hear from BB and Merlin, as to what they think about TMF Mycroft, who waxes quite passionately about Nokia.

Passionate indeed. With all his/her ranting and raving about how wonderful TMF is, s/he forgot that the Fool has from day one fostered dispassionate, unemotional approaches to investing.

I don't know anything about TMF Mycroft, but that piece doesn't give lend a lot of credibility for the simple reason that almost everything is expressed in fairly extreme superlatives justifying his/her positive feelings about his/her investment. The only negative thing said about the company has to do with the unwillingness to buy into the CDMA story and that issue was turned from the negative to the positive by the CEO's statement about soon owning 30% of the CDMA handset market.

But let's put aside the main thrust of the piece that Nokia will be a terrific investment. There are many terrific investment possibilities so that's no big deal. Instead, let's focus on the impact Nokia has on Qualcomm. 1) If Nokia does capture such a high percentage of the CDMA-based handset market, I guess that won't be too bad for Qualcomm, huh. 2) When TMF Mycroft says that Nokia always does best by building their own business internally, that's gonna be pretty tuff to do without buying CDMA chipsets, huh.

--Mike Buckley
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News