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

To: Mike Buckley who wrote (18709)	2/25/2000 10:16:00 AM
From: Uncle Frank	Read Replies (2) \| Respond to of 54805

CDMA in China: Was the recent WSJ announcement a FUD attack? Today's Bloomberg article seems to raise that possibility: quote.bloomberg.com China Information Ministry Says It Hasn't Ordered CDMA Delay By Peter Harmsen Beijing, Feb. 25 (Bloomberg) -- China's information ministry said it hasn't ordered a delay in the establishment of a digital mobile phone network using a U.S.-developed standard, though it left open the possibility that other government departments may have made such a decision. ``The Ministry of Information Industry didn't issue anything to delay the CDMA project,' said Yuan Sutai, a spokesman for the department. ``We don't know if other government departments issued an order to postpone the project.' Yuan's comments came after the Asian Wall Street Journal reported yesterday that China has delayed plans to build a network based on code division-multiple access standard. Qualcomm Inc. of the U.S., which signed a pact with China to deliver technology for the network project, fell 4.9 percent after the report. A delay in the network could be a severe setback for the U.S.- developed CDMA standard in China -- one of the world's fastest growing mobile phone markets -- just as it looked set to gain some ground from GSM, or global system for mobile telecommunications, a European standard dominant in China. Qualcomm signed a licensing agreement with China Unicom, the country's no. 2 phone company, last week and said the Chinese company wants to have network capacity for 10 million users by year's end. Unicom Spokesman Zhang Jiakun said he was not aware of an order to delay the CDMA network.

To: Mike Buckley who wrote (18709)	2/27/2000 6:45:00 PM
From: chaz	Read Replies (1) \| Respond to of 54805

Triffin and Mike: Back from a weekend goof-off, catching up with 200+ posts...my, my, the players have been busy! Should HUNT be edited? First cut to eliminate companies already in a Tornado? Attractive idea, but it strikes me as impractical, mostly because I don't know how we'd do it. Considering the way we seem to be playing the games here, (at least some of us), there seems to be an "early bird" attitude at work that HUNT suits very nicely. Also, do we not, on occasion, have trouble declaring the tornado? Right now, ELON is a discussion subject. Is there a tornado here?If not, should we not bother with it? If yes, are we not late to that game in the opinion of some? If we performed a "first cut", would we vote on nominations before or after discussion? On what would we base the discussion if there is no report preceding it? I will admit to making some cuts myself...companies outside computers/communications for example, service companies where there can be no gorilla for another. Too, we are looking for gorillas, but finding a powerful king probably will not hurt our portfolios. HUNT candidates are based on at-large nominations, usually coming, as Mike points out, from a poster who holds an interest in a particular company. IMO, that serves us well. BB excepted, no one here has 360 degree vision, but as a group we seem to have developed our own kind of "Discovery Channel" and it seems to be working. A good example of an undeclared-HUNT company is CREE, to which one poster (Uncle West, due regards) pointed us with enough force to prompt thread discussion. Had uw not done that, would others here have known enough about it to secure a nomination? My feeling is that we would have missed it. As I've said before, HUNT will discover some keepers, and some throwaways. HUNT helps us sort them out, and that was the original idea. Uncle Frank is the thief among us...raiding the Chartmeister's W&W campsite regularly, and I expect Justin will take some scalps in the HUNT list as well. Now, if the Project Leaders will just get their reports in.... Chaz