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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Apollo who wrote (26681)	6/23/2000 12:41:00 PM
From: DownSouth	Read Replies (1) of 54805

I am sure that Eric meant to post this here instead of that other thread, so I took the liberty of lifting it: To: tekboy who wrote (2988) From: Eric L. Friday, June 23, 2000 12:38 PM ET Reply # of 3017 Ed Snyder speaketh again: radiowallstreet.com Says Nokia rumor NOT true at all ... OEM agreements les expensive way to do CDMA ... Nokia having trouble in CDMA, but ... Nokia fundamentals ... look to Cisco model ... noone can touch in handset space ... better multiple than anyone else ... 30% market share and gaining ... Could get to 40% ... 120 million to 140 million units to this year... China growing rapidly and good market for NOK. Re QCOM: Lack of Korean subsidies causing deactivations running ahead of activations. Forecast of 16 million will probably drop to 8 million ... Because of this suspects company guidance may lead to lower estimates next quarter. QCOM has pretty good fundamentals so appreciation after QCOM hits bottom in 50's. - Eric -

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