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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: EnricoPalazzo who wrote (42672)	5/15/2001 3:09:17 PM
From: Eric L	of 54805

<< QCOM & Unicom - more than 3 pts worth >> It has been factored in and out of QCOM price so many times, it is just a tad anticlimactic. Still a 4 point bounce is pretty positive on a day like today. TheStandard.com article posted here actually the most positive I've seen and it rightly points out that negotiations lasted almost a decade. Nice to finally reach contract signing. Nice award for LU but as the article points out, big winner is QCOM whose CDMA market share has dragged a little. Confusion over Nextel's decisions probably not helping. Final decision could be out 90+ days and yet another version of a multi-mode handset a requisite: Message 15802917 - Eric -

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