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


To: tekboy who wrote (26688)6/22/2000 8:45:00 PM
From: gdichaz  Respond to of 54805
 
tekboy: Hey, I'm easy to get along with. Given your point:

"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."

All I was trying to say was that in the real world Nokia needs this, while it is marginal in the long run for the Q.

I still expect Nokia to begin to lose its "phone" market dominance when the Asian competion is in full swing in 2002 and after.

But as you will note, I conceded a short run kick up for the Q's stock price.

But your point about cutting through the FUD at one stroke is persuasive. You have convinced me. Onward and upward !

Best as always.

Cha2

PS Very very very pleased re JDSU.