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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: lurqer who wrote (30960)	9/2/2000 3:53:58 PM
From: Uncle Frank	Read Replies (2) of 54805

Nice to see you back here, Lurqer, and thanks for the bouquet of roses you presented to G&K on the Porch: Message 14320512 As far as your comment on Nokia's strategy, >> I'll maintain that the GSM cabal's strategy is to delay and obfuscate. Clearly so, but it isn't working. Qualcomm continues to advance the state of the art, and from all reports, is increasing its competitive advantage. Installations based on their 3G approach will go operational in 4Q, and that will end the argument once and for all. In essence, all that the "GSM cabal" has done is delay the appreciation of Qualcomm's stock price, not 3G. If shareholders are patient, they will prosper as the reality of the situation sinks in to the carriers and Mr. Market. jmho, uf btw, I may be down in your area this weekend. If you're going to be around and would like to have a latte or a beer, PM me contact information.

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