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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: gdichaz who wrote (37455)1/3/2001 11:45:18 AM
From: Eric L  Read Replies (2) of 54805
 
Cha2,

<< Assume you will soon let us know your thoughts on "King Nokia". >>

I intend to, and would have liked to have completed my Project Hunt report by now.

As you know I have retaken a position in NOK, convinced that is legitimately King of Handsets and MAYBE King of Wireless (a more difficult case to make).

<< I am skeptical that Nokia is a king even now and I am skeptical that Nokia is a better long term investment than a basket of Asian competitors might be >>

Good!

Skepticism is important when it comes to analyzing candidates for senior primate or royalty status.

Slice em and Dice em.

Its like eating zebra. You chew it, and you chew it, and then you spit it out (or so a Kenyan friend once told me).

That is what this thread is all about.

<< But then that is just due to my Asia centric focus >>

Good again. You can dig into what the Asians are doing, and they are doing a lot.

<< given your ability to dig deep for data, knowledge of the entire field - and therefore Nokia's place in it >>

I'm still at the "dig deep for data" stage.

<< I probably will need to revise my opinion. <gg> >>

Not necessarily.

Best to thee,

- EriQ -

"QUALCOMM & NoQia - Together the World" ( © Cha2 aka Chaz )
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