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

To: Mike Buckley who wrote (15825)	1/21/2000 8:06:00 AM
From: DownSouth	Respond to of 54805

Oh yeah, that's what retirement is really about, in this order: 1. Honey do list 2. Watching the market 3. Travel to places the wife wants to visit In fact, I am looking at a new investment strategy that starts by identifying gorillas/kings who have shareholder meetings in cities she wishes to visit during months where the climate is favorable in those cities. That's why I bought QCOM, truth be known.

To: Mike Buckley who wrote (15825)	1/21/2000 12:41:00 PM
From: Eric L	Read Replies (1) \| Respond to of 54805

Mike, I noticed with interest your post # 5437 last evening on the "The New Qualcomm - a S&P500 Company" thread. Two of the many colorful and prolific posters on the SI boards on the subject of mobile wireless telephony are Maurice Winn who could be described as a CDMA zealot, and the other is Tero Kuittinen who is somewhat of the GSM persuasion. Both have contributed to my wireless education over the last few years. Tero & Maurice have had frequent debates over their SI years and to the uninitiated they seem rather heated (and in fact sometimes they are). I would like to call your attention to a post recently made by Tero on his native Nokia thread that I think characterizes Maurice quite well: 127.0.0.1:3456/SI/~wsapi/investor/reply-12635725 - Eric -

To: Mike Buckley who wrote (15825)	1/21/2000 2:02:00 PM
From: mtnlady	Read Replies (1) \| Respond to of 54805

Mike I thought you might find this interesting. Article also talks about market share of Siebel (#1), Oracle (#2) and others in the CRM arena. "Research firm Meta Group reported in 1999 that it expects IT call-center volume to grow by 20 percent per year through 2003, meaning that the number of calls per user per month will increase from 1.75 in mid-1999 to three in 2003. To cope with that volume, by 2003, one-fifth of help desk requests will come over the Internet, compared with only 6 percent today, Meta Group wrote. "Help desks, and support in general, is shifting almost entirely to the Web," says Yankee Group analyst Colin Mahony. " upside.com