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'A Prelude to a 10 bagger'

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FSE - Thu, 01 Jan 04 :

Cheers Hastings..... always enjoy the mystery postings ;-)

What we do know for certain is that the new cell phones have sold way past anyones expectations. What is so significant is not so much that they have sold a lot but that the general public are embracing the new features and direction of Mobile Apps.
There has been a steady move towards mobile phones replacing land lines completely and the features of interoperability and seemless movement in different environments is what these are all about.

All this will require low power consumption, programable, high end chips. Low power colour display.
The industry has reinvented itself.... It had to to survive.

Coupled with all of this is the huge acceptance and penetration in the far east.
These new phones will compliment work pattern ethic and personality.

PDT have long understood all of this and I can really sympathise with management who must be frustrated in the extreme to have had to sit through a tech blight. I am more than cautiously optomistic that we will see 2 holdings away this year. AM has to worth at least 2 or 3 quid on PDT NAV and Filfactory another squid. Thats got to be conservative .....


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