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

To: BDR who wrote (25435)	5/27/2000 12:13:00 PM
From: BDR	Respond to of 54805

DoCoMo pushing WCDMA as an international standard quote.bloomberg.com Technology News Sat, 27 May 2000, 11:50am EDT DoCoMo Seeks 10% of Korea's SK Telecom, People Say (Update1) By Ian King Seoul, May 27 (Bloomberg) -- NTT DoCoMo Inc., Japan's largest mobile phone company, is in talks to buy as much as 10 percent of SK Telecom Co. to gain access to Korea's 26 million cellular subscribers and extend operations in Asia, people familiar with Korea's No. 1 cellular phone provider said. . . . A stake in SK Telecom fits with NTT's strategy of taking minority holdings in other mobile carriers as it seeks to expand outside Japan. DoCoMo and rivals worldwide are rushing to prepare for the introduction next year of technology that allows users to make phone calls from the same handset anywhere in the world. DoCoMo has said the primary purpose of its foreign alliances is to promote its wideband code division multiple access standard, a technology which will provide handset owners with the ability to receive streaming video and to access the Internet at data transmission rates several times faster than with today's technology. DoCoMo, which developed W-CDMA in cooperation with Sweden's Ericsson AB and Finland's Nokia Oyj, now needs partners to ensure its adoption as an industry standard. . . . The Tokyo-based company said it may try to buy a stake in Orange PLC to enter the much bigger U.K. market. Orange, the No. 3 U.K. cellular company, must be sold by Vodafone AirTouch Plc to secure regulatory approval for its $161 billion takeover of Germany's Mannesmann AG.

To: BDR who wrote (25435)	5/27/2000 3:35:00 PM
From: Uncle Frank	Read Replies (2) \| Respond to of 54805

>> Sales of flash-memory chips, which retain information in devices when the power is off, will rise to about $15 billion in 2002, from about $8 billion this year, according to Dataquest. Even so, analysts say chipmakers can't add capacity fast enough to meet demand from cell-phone companies and digital camera makers. Interesting. I had a conversation with a semiconductor industry insider this week, and he assured me flash memory will remain in a capacity limited mode for 12 to 18 months. Given that, it's astonishing that a very profitable and established niche player like sndk has fallen 71% off its high of 169 5/8 set on 3/9/00. I don't believe that sndk is a Gorilla or and King, but it sure looks like a bargain right now. Sorry if I pre-empted you, Ausdauer <gg>. uf