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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: pass pass who wrote (5254)8/24/1999 2:25:00 AM
From: Uncle Frank  Read Replies (1) | Respond to of 54805
 
>> Has Nokia been discussed here?

Surprisingly, it hasn't. Qualcomm has been our primary focus <obsession> in the wireless sector, and I'm afraid Nokia has had no champion, despite their large market share. If you're familiar with Gorilla Game lingo, you're more than welcome to nominate them. If not, follow the links in my profile to the cheat sheets.

Btw, jdsu has been the topic of many posts on the thread, and is currently residing in our Watch & Wait portfolio. We'd enjoy your opinions on them as well, pass_pass.

Franq



To: pass pass who wrote (5254)8/24/1999 2:31:00 AM
From: JRH  Respond to of 54805
 
I think NOK is and will continue to be the king of wireless communications

Be careful pass pass, that might be considered blasphemy around here and could possibly lead to accusations of witchcraft <vbg>. NOK is definetely a strong royalty candidate for their phones (ahem...that would be non-CDMA phones), though I don't know enough about the rest of their wireless business to vouch for it.


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