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

To: Mike Buckley who wrote (48071)	10/18/2001 2:51:58 PM
From: Thomas Mercer-Hursh	Respond to of 54805

There are always lots of things that complicate valuation problems. Apparently, or there would be more agreement about it. I do think this problem of not yet realized intangible assets is a particular problem of GG valuation, however. But I don't think you answered my question: No, I didn't, but then I wasn't trying to. I just had that thought fragment stuck in my head and your post triggered its release.

To: Mike Buckley who wrote (48071)	10/19/2001 9:22:05 AM
From: Eric L	Read Replies (1) \| Respond to of 54805

re: CDMA trend reversal? Preliminary Q3 numbers for sub growth by technology are not yet available but should be within the next week or so from EMC. One single quarter won't tell a story but could give some indicator of whether or not CDMA will reverse its trend of losing market share to GSM for 6 consecutive quarters. I just listened to Nokia's Q3 Earnings CC. Jorma Ollila commented that growth in this quarter was strongest in PDC & CDMA and that actual growth for TDMA & GSM was lower this quarter than in the same quarter last year, which reinforces what I have intuited. When numbers are in, and I have spread them, I'll post a link. - Eric -