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but do you see my point? Is it a better indication of Rule Maker status to evaluate
Nokia against the average of Ericson, Motorola, and QCOM or only against the strongest of these? <<<


I'll offer my opinion. (just my opinion) While it is good to beat the average of all competitors it is even better to beat them all. I personally would analyze the company against each individual company and then the average of the two or three strongest competitors. I've also thought of doing a weighted average comparison based on trailing twelve month sales, but nobody I've suggested it to thought that would really add much. The only industry I can think of where there are mutiple companies that are close (by RM standards) is pharmaceuticals (IMHO a very unique business environment with patent laws and FDA regs) This is the only industry in which I, personally would invest in a company that wasn't a nearly no-brainer monopoly and call it a rulemaker.

Fool on and good luck,

MarkV
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