Date updated:07-24-2007
Portfolio of companies that are opportunities for investment in the wireless communications industry....The secular thesis for this portfolio is that the growth of wireless communications continues to outpace the growth of wired, fixed line communications.....

-
RIMM
Research In Motio - $59.76
- 0.00%
- $N/A
leading provider of enteprise wireless communication solutions.....

-
AAPL
Apple Inc. - $204.19
- -0.12%
- $205.50
multi-faceted technologies for wireless communications for entertainment (iPOD, Apple TV)...communications (iPhone) and computing (Mac laptops and iPhone)...as well as secular growth of market share for desktop computing and entertainment....

-
CSCO
Cisco Systems - $23.74
- 0.00%
- $23.72
provider of network infrastructure for fixed line and wireless applications...the big gorilla in the space with products and services worldwide...provide solutions for data, voice and video....not as strong in the wireless communications infraststructure.

-
MOT
Motorola Inc - $8.28
- +1.10%
- $8.20
is struggling with wireless handsets, but has other businesses that are very attractive which include the Wi-Max applications and well as wireless infrastructure with base technologies developed over many years of providing industrial and consumer communication products....valuation is very attractive but stock is being held back by the wireless handset competetive landscape....

-
NOK
Nokia Cp Ads - $13.53
- +1.42%
- $13.48
#1 provider of handsets along with applications and technology for Wi-Max and W-Fi applications...have joint venture with Siemens (Nokia-Siemens) that provides wireless infrastructure.

-
ERIC
Lm Ericsson Telep - $10.14
- +0.60%
- $10.04
provider of wireless and fixed line communications infrastructure as well as provider of handsets with jv with Sony, Sony-Ericcson....

-
HRS
Harris Cp - $44.75
- +1.13%
- $44.38
provider of defense related communications (handheld radios)...radar applications for FAA and other aerospace infrastructure....have communications infrastructure for broadcasters and satellite broadcasting applications...

-
SWIR
Sierra Wireless - $8.73
- +1.04%
- $8.74
leading provider of solutions for laptops and mobile device Wi-Fi and Wi-MAX communications. Markets for consumer and industrial applications.
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A. *correction - 4-star rating, but it was
5 for a long time up until recently.
A. The only one I own : SLX,
too hard pick a winner out all of them
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