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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (36692)12/15/2000 5:00:04 PM
From: ggamer   of 54805
 
I have noticed that many type of G's impact the performance of QCOM on a daily basis:

Gorilla-hood Questioned by the Market/Analyst (WCDMA/EDGE/GPRS/CDMA2000/China)
Greenspan
George Gilder
Geoferry Moore
Gregg Powers(not any longer)
George Bush(new kid on the block)
GGamer (oops that's me, not a chance)

With the latest news (TI, WCDMA in Korea, AT&T, etc), am I correct to assume that the fundamentals of the company are still intact or even stronger now than it was last year.

Or you think there are some uncertainties building that no one really knows what the future might look like.

Also if we see the world economy slowing down next year, how would it impact the purchase of consumer items like phones or PDA's.

GGamer
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