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

To: DownSouth who wrote (16275)	1/25/2000 10:54:00 AM
From: Eric L	Respond to of 54805

DS, << Eric, is this slide show being discussed on another thread? >> I presume it will be dissected on "S&P 500" but haven't checked in their yet. I haven't really drilled down on it yet but based on my initial read the numbers approximate my thinking. EMC will be presenting forecasts at GSM World Congress in Cannes (Q is exhibiting there) in 2 weeks. I'm looking forward to these numbers. Also hope to be able to get at Cahners In-Stat's cut but to get real detail from them you need to shell out big $. If I see any of these I'll post here. - Eric -

To: DownSouth who wrote (16275)	1/25/2000 11:23:00 AM
From: Eric L	Read Replies (2) \| Respond to of 54805

DS, Re: QCOM, CDMA, & Mobile wireless Handsets for US Strategis slides. << Eric, is this slide show being discussed on another thread? >> Scott Zion posted another good link on "S&P 500". He posted link to the other set last evening. No discussion yet but expect some when Slacker et al start to examine. All the 199 figures coming in now. STRATEGIS GROUP PRESENTATION ON "US WIRELESS HANDSETS: MARKETSHARE AND TRENDS": strategisgroup.com These slides are good because they differentiate handset sales by new adds, replacement, and churn. This of course applies to the world, not just US, which these slides examine. - Eric -