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

To: Eric L who wrote (17244)	2/5/2000 10:33:00 AM
From: voop	Read Replies (2) \| Respond to of 54805

I am not sure I can meet your high standards, Eric L but I would like to use to opportunity to learn more about Kopin and fine-tune the gorilla hunting skills. I do not own any Kopin. BTW, I have printed and read the Scott Zion provided PDF on Mobile 3G with its Eurocentric view and it is quite provocative. It seems clear that all European operators are having to decide now to do GPRS to get to WCMDA so even if Q's HDR is as successful as hoped, it is probably too late to change any GSM minds or pocketbooks. It seems that a court fight over WCDMA royalities will be inevitable, prolonged, nasty and telling. Sir Dancealot has been instructive in his views on scaling back when court battles (at least biguns) ensue; it may be best to scale back until a decision is reached.