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

To: Uncle Frank who wrote (21366)	3/26/2000 5:34:00 AM
From: shamsaee	Read Replies (3) \| Respond to of 54805

Its a very good observation as wireless and networking are definitely the sectors where most investors will reap high rewards.The interesting part is they are very much linked together and alliances are being formed.NT/NOK vs Qcom/Lu/Msft.I would have put Mot and Ericy in there but they are really part of qcom's value chain.CSCO is holding a middle line with no apparent commitment to either side.You could even expand the list by carriers cdma vs gsm.Tdma was excluded as it will probably become a obsolete standard 5 years from now as was wcdma, which I understand falls under cdma IP. Given all the build up we will have in this coming decade.Does the Storage sector become a must investment???