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

To: gdichaz who wrote (26685)	6/22/2000 8:36:00 PM
From: tekboy	Read Replies (1) \| Respond to of 54805

My prediction was made June 20, and I gave both a sequence order (JDSU/ETEK merger approval, QCOM/NOK deal, GMST/TVGIA merger approval) and a timeframe for the sequence (3-6 weeks). Bowling Pin # 1 has just been knocked down. Hooray! Shame about the loss of first refusal rights on ETEK's thin filters, but IMHO a small price to pay for the obvious benefits of the merger in general (as if I knew what a small filter was anyway; LOL!). Bowling Pin # 2 is wobbling; today's takeover rumors are IMO smoke from a different but not that distant fire. Best part of the day: constant repetition of how it was NOK that was in trouble, because it "desperately" needed to get into the CDMA biz. I disagree with you, Cha2, that this is a yawn for Q, because it would at one stroke cut through the FUD of the last several months and constitute a major victory in the second round of the Holy Wars. You may think the substance has been a done deal for years because of the technology, etc., but the drop from 150 to 60 was all about others not believing that, so we could get close to a double out of the subsequent run-up. (The drop from 200 to 150 was momos leaving town.) Bowling Pin # 3 is still standing, but I have 5 1/2 weeks to go, so I'm not worried. When it falls, my portfolio will be back in the tornado again... :0)))) tekboy/Ares@utterly,hopelessly,irrationallyexuberant,forachange.com

To: gdichaz who wrote (26685)	6/22/2000 9:32:00 PM
From: Apollo	Read Replies (5) \| Respond to of 54805

Nokia..... IMO whatever Nokia decides to do (if anything) is a vital matter for Nokia, a yawn for the Q Given today's rumors about a NOK buyout of QCOM, and all QCOM shareholders' hopes about a chip deal with NOK, I figured it was time I begin to look at Nokia a little closer. I have never looked at the handset companies, figuring they would always be royalty, and mostly princes, and would be subject to commoditization eventually. Nevertheless, came across this wonderful, amusing, and very thorough discourse by The Motley Fool, TMF Mycroft. I recommend it as essential reading to all those not intimately knowledgeable about Nokia. boards.fool.com I would first like to hear from BB and Merlin, as to what they think about TMF Mycroft, who waxes quite passionately about Nokia. I post this to Cha2, because I have deep respect for his views, and because this hyperlinked post is in direct contradistinction to Cha2's views. Cha2 hints that Nokia is in trouble, without Qcom/CDMA, and may be in trouble even with it, because of the coming handsets from Korea/Japan. TMF Mycrofts paints a different picture. Would like to hear from Cha2 on this. Finally, TMF Mycroft states repeatedly that Nokia's CEO has declared Nokia will have 30% of the CDMA market in 18 months. To my way of thinking, they either have perfected the phone/chip and will soon rollout; or they must soon deal with Qcom. "The big mistake that I blame Nokia for is that they have missed a tremendous amount of Sales due to their inability to come to an agreement with Qualcomm on CDMA phones. The news now though is different. In the CNBC Interview with Maria B. last Friday, Nokia's CEO Jorma stated that he will in 18 months have a similar market share in CDMA phones as he does in all the other areas. This is the best news that my old tired ears could hear, for to explain how that relates to Wall Street. He meant that Nokia is shooting for a 30% market share in CDMA phones within 18 months!! This is tremendous news for the shareholders for we will be the king of Handsets in every category. I would watch for a massive campaign to be announced between Nokia and SprintPCS and Verizon . This shows me that Nokia feels that it can do whatever it wants whenever it feels like it. We are now the 800-pound Gorilla in the wireless field." Comments one and all?????? Apollo