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

To: Mike Buckley who wrote (851)	3/27/1999 1:07:00 PM
From: LakesideTrader	Respond to of 54805

Mike, thanks for the time you took to put that together. Much appreciated!

To: Mike Buckley who wrote (851)	3/28/1999 8:00:00 AM
From: John Carragher	Read Replies (2) \| Respond to of 54805

Mike thanks for the url's I had qcom and sold (my big mistake) and bought nokia. I still can't find out how the qcom deal affects nokia. Do you have any input. for example handsets. they come out almost monthly with new enhancements. Nokia is a large corp. while qcom is still very small in comparison. Why wouldn't you be looking @ nokia as a potential gorilla. I don't think either of them should be consider at this time due to the competition in the business. some thougths on how qcom is going to blow out nokia.Lifted from nokia thread. Very positive posts there and more detail on qcom. Message 8565497