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

To: Apollo who wrote (14154)	1/5/2000 10:01:00 AM
From: gdichaz	Respond to of 54805

Snasraway: In looking at where the Q and other companies are joined at the hip (or elsewhere) - even if "lightly" - suggest that Kyocera be on the radar screen here. Hard to know what kind of category KYO fits, but it is probably at least a king in ceramics, a king in optics, and is rapidly becoming a prince (at a minimum) in CDMA manufacturing and a major force in CDMA services in Japan. The ramp up of KYO's CDMA worldwide is at its early stages, but it is a major force in Japan today in both handsets and services. A suggestion for discussion. Cha2 PS A major announcement from Goldman Sachs and Kyocera re a "Joint Project" is scheduled for this Friday.