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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Percival 917 who wrote (4499)	8/1/1999 11:33:00 PM
From: Eric L	Read Replies (1) of 54805

Joel, I said: << CDMA is not the dominant wireless technology today, nor am I convinced it will be tomorrow >> For the record and so I do not get stoned off the Qualcomm threads <g> (amongst the best threads on SI and certainly amongst my favorites) remember that I said it was certainly going to be the dominant air interface and that I was long "Q" and "Q" was one of my 2 core holdings. You asked: << I appreciate a contrarian view and I may have missed an earlier post of yours where you covered this, but would you care to expound on this in more detail? >> I have not made any significant posts where I've expounded on this in any detail although I've asked some questions to well informed posters on several wireless threads and engaged in a skirmish or two on the Qualcomm threads with people I respect very much. If you will give me a rain check, I will come back and respond in more detail on your question. Just finished 18 holes in rather hot weather and need to do a little business homework for a busy week but I will post back on this. - Eric -

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