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


To: Kayaker who wrote (11016)11/24/1999 4:37:00 AM
From: LindyBill  Read Replies (1) | Respond to of 54805
 
but I have don't see J as more risky than Q these days.

Those of us on this board see it as an inherent risk, Kayaker, because Q is a Gorilla, and JDSU is a King. You really have to "RTFM" to understand this. I am not trying to be snotty, but it really is necessary to get the background here to know what we are up to.

RE:
W-cdma. This has been chewed to death. I disagree with you.

China: I have never counted on China to make our numbers. It is a plus.

HDR: I have never counted on it either

Did you see the post concerning Ericson's problems with ramping up EDGE? If this problem is not solved, and it could be major, CDMA is going to go to a pre-split 3000, instead of 1000, by the end of next year.