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

To: jhg_in_kc who wrote (28778)7/25/2000 3:29:53 PM
From: DownSouth  Respond to of 54805
 
It is possible that SPINCO will be a much bigger gorilla than QCOM. SPINCO will be producing high margin product and selling to EVERYBODY.

NOK must either be shaking in its boots or anxious to get an ASICS agreement in place with SPINCO, OR BOTH.



To: jhg_in_kc who wrote (28778)7/25/2000 3:32:03 PM
From: Curbstone  Respond to of 54805
 
Qualcomm is the well, Sphincto is the bucket, royalty-free is the rope. Pound for pound the bucket might be worth more (except in cases of extreme drought) but one would be almost useless without the other.

AM


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