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

To: Mike Buckley who wrote (22248)	4/4/2000 6:07:00 PM
From: 100cfm	Respond to of 54805

Mike I don't mind at all. Correctly stated #3 should have read, Never buy a pre tornado stock of an enabling technology company ie elon & cree. Beside I know it was impossible for you to let it slide being the Head Nit Picker around here.<VBG> 100

To: Mike Buckley who wrote (22248)	4/4/2000 8:57:00 PM
From: 100cfm	Respond to of 54805

The only thing I'm disappointed to learn about your "lessons learned" post is that you're coming off the Opus injections You got me thinking that maybe I better not go cold turkey so I ran out and restocked. Ready for more panic tomorrow. Interesting article in RCR News. I don't have a scanner so I will just list some of the goodies. 1. A growing number of operators, vendors and analysts are not convinced that EDGE technology will make significant inroads in europe. "In europe, I'm not expecting a major deployment of EDGE" said Lothar Pauly, head if Siemens AG's global wireless business. 2. Gprs technology will make a late start in europe, probably not heavily penetrating the market until mid 2002, say analysts. At the same time, european incumbant operators are positioning themselves to buy some high priced 3G spectrum and will pump in the dollars to develop W-CDMA.(Great for us!) 3. "Edge is an orphan technology" said Jane Zwieg, vice president of Herschel Shosteck Associates. "It's not required to get to 3G or anywhere else...if someone has to do 3G and Edge is not required why would they spend money that way" 4. "I don't think it will be deployed here" said Marten Vading, associate director of research for Warburg Dillon Read in Stockholm, Sweden. 5. Forrester Reasearch states " Operators will deploy it only as a cheap alternative to building out UMTS base stations in rural areas or as a way for operators lacking UMTS licenses to compete with higher speed services. 6. U.S. TDMA operators run the risk of lacking the economies of scale they are looking for if europe does not widely deploy EDGE. "It's a real political can of worms for all these carriers" said Zweig."What will happen to the TDMA Operators really banking on interoperability moving forward to EDGE"? 7. TDMA supporters say the economies of scale will be there whether EDGE deployment is widespread or not. Both EDGE and GPRS use the same core network. "The backbone for EDGE and GPRS will be the same, which allows all the network hardware to be the same said SBC's Williams. 8. BT said it will predominately use W-CDMA throughtout europe, but anticipates both EDGE and W-CDMA services to work on the same platform. 100