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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: techreports who wrote (49949)	1/20/2002 10:48:49 AM
From: Dexter Lives On	Read Replies (2) of 54805

Eventually, cell phones will become mini computers. Running advanced applications. As of right now, I don't put Microsoft's offering (PocketPC) very high. Sooner or later, the dominate OS for smart phones will make its way into the computer industry and challenge Microsoft. ROTFLMAO! That wasn't a serious post, was it?! Ask yourself these questions and the answers should make you see the flaws in your argument: 1) Who has cash and who has debt? 2) Who has a proven market for applications and services and who doesn't? 3) Which industry has already consolidated and which has yet to enter 3-5 years of gut-wrenching consolidation? Telecoms taking over computing/networking - not in my lifetime! Cheers. Rob

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