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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: tekboy who wrote (31203)	9/8/2000 12:04:24 AM
From: Mike Buckley	Read Replies (1) of 54805

Tekboy, Their wireless coverage, for example, is extraordinarily GSM-centric. I haven't been reading Red Herring consistently enough to get an impression one way or the other. The September issue with a page-length picture of Dr J and the equivalent of a full-page article titled "Qualcomm's OK with CDMA" seems to add some balance. Regardless, if you're right on the money that the editors are primatily GSM-centric, it can't hurt to have them helping us keep a close eye on the competition. As for the weight of the magazines, I agree entirely. I've been carrying around about six of them for two weeks. Unlike our great thread-header, my toes were spared the consequences of the force of gravity. --Mike Buckley

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