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: Apollo who wrote (26681)	6/22/2000 6:45:00 PM
From: tripperd2	Read Replies (1) \| Respond to of 54805

Courtesy of JDSU board, merger through with some conditions. siliconinvestor.com Trip

To: Apollo who wrote (26681)	6/22/2000 7:16:00 PM
From: Thomas Mercer-Hursh	Respond to of 54805

BTW, wasn't satisfied with DragonSystems when I tried it last year; but I clearly see the potential. Based on the people I know who have used it, success is directly proportional to the investment in training. Which said, even at its best it is good at creating text and simple commands, but not great at detailed edits, spreadsheets, and stuff which are much easier to do than to describe.

To: Apollo who wrote (26681)	6/23/2000 12:41:00 PM
From: DownSouth	Read Replies (1) \| Respond to of 54805

I am sure that Eric meant to post this here instead of that other thread, so I took the liberty of lifting it: To: tekboy who wrote (2988) From: Eric L. Friday, June 23, 2000 12:38 PM ET Reply # of 3017 Ed Snyder speaketh again: radiowallstreet.com Says Nokia rumor NOT true at all ... OEM agreements les expensive way to do CDMA ... Nokia having trouble in CDMA, but ... Nokia fundamentals ... look to Cisco model ... noone can touch in handset space ... better multiple than anyone else ... 30% market share and gaining ... Could get to 40% ... 120 million to 140 million units to this year... China growing rapidly and good market for NOK. Re QCOM: Lack of Korean subsidies causing deactivations running ahead of activations. Forecast of 16 million will probably drop to 8 million ... Because of this suspects company guidance may lead to lower estimates next quarter. QCOM has pretty good fundamentals so appreciation after QCOM hits bottom in 50's. - Eric -