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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Eric L who wrote (43397)6/12/2001 1:47:35 AM
From: Dennis Nicks  Read Replies (2) of 54805
 
Holy Cow, I've opened Pandora's Box... I promise not to say the C word again! ;)

Eric, thanks for the summary of the commodity thread, there are some interesting opinions on the topic.

As for Mike not owning a phone, I can empathize with him. I got my first cell phone last year and it wasn't by choice. Actually Mike, I not only empathize with you, I envy you!

On the topic of phones, the Java One conference last week was filled with wireless Java and J2ME announcements. So something I don't know too much about (cell phone technology) is merging with something I do know a little about (Java technology). Nokia is talking about 200 million phones within the next few years. These phones look very complicated and I'm not sure the average person will want one. Getting somebody to go from a land-line phone to a cell phone wasn't an issue of technology, but more of price. The basic function was the same. But these java phones aren't phones. They are wireless computers that you can use as a phone. In my mind, the question is: will computer users have any desire to use a java phone? Will the market grow at the rate Nokia thinks it will?

Dennis
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