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

To: Mr. Sunshine who wrote (53794)	3/25/2003 4:47:41 PM
From: Eric L	Respond to of 54805

<< I do not follow Nokia closely enough to know about ... >> Steve, I do. I follow Nokia as closely as I do Qualcomm and in the parlance of this thread those two companies form my wireless basket, as we accelerate (slowly) through the strategic inflection point that forms a barrier between the second and 3rd generations of mobile wireless telephony. One is a local gorilla and one is a king. Both are wireless pure plays and one is the dominant prince of mobile wireless communications in terms of revenue, profitability, and generation of cash from operations. << it still does not explain the many news releases related to CDMA that we know are incorrect. A broken clock is right at least twice a day, should it be considered reliable? >> It appears that you indeed do not follow Nokia closely. and in fact it appears at first blush that you may be. at least to some degree, a victim of the misinformation or deliberate disinformation that circulates on the otherwise fine SI Qualcomm threads. If you would care to pursue that in more detail a more appropriate venue might be the "Nokia and Wireless" thread, or if you prefer to be in the company of a cadre of dedicated Qualcomm Hypesters and Nokia Bashers the old unmoderated Nokia thread would be more appropriate. We could of course discuss it here since this is an unmoderated thread but either one of those venues might be more appropriate. - Eric -