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To: DaveMG who wrote (2147)9/14/1999 12:28:00 PM
From: tero kuittinen  Read Replies (1) | Respond to of 34857
 
We're on a slippery slope here. I don't think that discussing your portfolio in public is cool - I think it's downright tacky. Maybe this is one of those cultural quirks. We're really Nordic up here in Nordic countries, Dave. Discussing which stocks are appealing, when and why is just fine. Getting into specifics is kind of pornographic.
Actually, people are way more comfortable with porn here - we get it even on state-owned television networks. I like it that way. I'd never get used to censors bleeping out bad words and cutting up movies... or to people discussing their portfolio make-up in graphic detail. I guess one of us is a perv, Dave. "Which one?" depends on the cultural context, I guess.

The question of how many consumers really want global roaming and how badly is the key to many companies, isn't it? That's going to impact AT&T, Sprint, Globalstar, Voicestream, Motorola, etc. There's really no way to tell whether it's 2% or 20% until next year. That should be interesting.

Tero



To: DaveMG who wrote (2147)9/19/1999 8:36:00 PM
From: Eric L  Respond to of 34857
 
Dave,

<< ANy guess at what percentage of worlwide subs are global roamers? Is it 2%, 20%? >>

Pretty low ... but "As technology and phone products advance, however, phones will be able to function globally". This quote from an interesting Bloomberg article:

BRITISH TELECOM AND AT&T PLAN MOBILE ALLIANCE TO TARGET BUSINESS CLIENTS

quote.bloomberg.com.

AS GG would say: "Supply creates demand" (hope I got that right).

- Eric -