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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: gdichaz who wrote (31059)	9/4/2000 5:38:51 PM
From: Eric L	Read Replies (1) of 54805

Cha2, << Hey if the fog will lift a bit in 30 days, why not wait to see more clearly? >> Splendid idea. Essentially, I have been attempting to do that, although I drifted into a little debate on Moderated Thread this weekend. My hair brained forecast FWIW: SKT = WCDMA LGT = WCDMA KTF = cdma2000 LGT could go cdma2000 (with a little government persuasion) splitting the subscriber base 50:50 This has pretty much been my thinking since the debate began. All 3 will of course migrate up the nicely laid out cdma2000 path in existing spectrums. Now I don't wanna talk about it anymore for 30 days. - Eric -

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