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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Uncle Frank who wrote (3703)7/13/1999 12:47:00 AM
From: Jill  Read Replies (1) of 54805
 
Frank, I do think blind faith is dangerous...and of course, Q has given many of us such a good runup of late that one might become a q-head. On the other hand, isn't it possible that this is an indication that earnings will be great and they are preparing for further momentum?

I appreciate that you wrote them and am curious as to their answer. In any case, this is both a good company adn at the moment the stock is a momentum play, so I understand your concern in shifting that momentum. Also, I have been having some PM discussions w/ edamo who does not think Q is a gorilla, tho a good company and one he has owned in the past. I had drawn, in my own mind, a comparison btw Q and Intel, the CDMA and the chip as parallels. I do think the China news (keeping/using their own inferior technology) was not great. I still think this is a terrific story and wireless will be the future of computing, but I'm always interested in other opinions.
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