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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Eric L who wrote (37157)12/29/2000 11:44:40 AM
From: Uncle Frank  Read Replies (1) of 54805
 
>> You happen to be just a little nuttier than I am <g> holding the 2nd coldest tech sector at 30% of port.

I'm less nuttie than I was at this time last year when my 1 Gorilla wireless game represented 75% of my portfolio <gg>.

>> << aren't they the fastest game in town for data? >> Till June.

Perhaps... but a bird in the hand...

>> Could you provide an example of the FUDD you are referring to?

Is this a test? There was much made of the "fact" that wcdma would require royalty payments to Q. Dr. J became vocal about refuting that dis-information about mid year. At year's end it appears that all of NTT's potential WCDMA suppliers, with the exception of NOK, have signed agreements with Q.

I have to reject your nominations of Gates, Ellison, and Jobs for the Humble Billionaire Award. I am embarrassed to say I am unfamiliar with Marc Lassus, and will bow to your judgement. But shouldn't I be concerned that his internet handle is John_Wayne?

motherjones.com

Happy New Years,
uf
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