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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (6620)	9/19/1999 9:34:00 PM
From: Percival 917	Read Replies (1) of 54805

Merlin, Just finished catching up on the Q Coming into Buy Range thread and they did cover the article there. Personally I feel Dale Pfau of Oppenheimer has the right ideas. That guy Schmitt of Omnipoint (being wireless, I'm not sure of Omnipoint's potential competitor position to Q) sounds like he is just taking shots at a rival. Schmitt also goes on to say that if the overall scheme is delayed a couple of years, it will give LU and MOT time to develop chips that will get around Q's patents. I think we have all decided that Q's patents are locks for the next several years if not decades and if they develop new chips it won't be CDMA. And lastly what relevance does the chip from Analog Devices; that will allow a phone to stay on for 1,000 hours before recharging; have on Q's situation. It does not indicate what type of chip it is TDMA, GSM, etc. and if it is a non CDMA chip, SO WHAT!!! The fact that it is a longer lasting inferior technology chip is suppose to keep us up nights worried??? You asked my thoughts. Hope they are coherent. BTW thanks for the Birthday wishes. Not trying to divulge the age but in 4 years when I hit the half century mark, I look to be semi-retired at the worst with the advice from this thread and a little help from Q and a few select others. Many thanks again to you Merlin, Unq, Apollo, Artemis, and the others and last but certainly not least my main knight, Dancelot. Now I just have to find a way to juggle my time to keep up with this thread and trying to get the new revised FM read!! Squire J

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