Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: slacker711 who wrote (24311)	5/7/2000 12:23:00 PM
From: JohnM	Respond to of 54805

An interesting Sunday New York Times article on the b2b sector. Uses a very broad definition to include sectors (such as storage and servers) one usually doesn't think to include. nytimes.com I don't think it requires a password or a userid. If it does, I'll be happy to post the full article. JohnM

To: slacker711 who wrote (24311)	5/7/2000 12:42:00 PM
From: Eric L	Read Replies (1) \| Respond to of 54805

Slacker, << A W-CDMA decision is probably unlikely but would have a terrible impact on the Q.....DDI's decision could have an impact here >> I agree that W-CDMA decisions in Korea (I'm convinced we will see W-CDMA there albeit more limited than Japan) and Japan will have negative impact on Qualcomm. Spectrum decisions become very important in China and Brazil, and could eventually affect the US. Bottom line though is that we are somewhat boxed in on spectrum in the US (and I say that from the user perspective rather than the investment perspective). - Eric -