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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Eric L who wrote (8679)10/24/1999 8:30:00 PM
From: Jean M. Gauthier  Read Replies (2) of 54805
 
Hi Eric,

I like the Q also, but I really do think the gambling mentality is alive and well here.

Is there anybody that can say, that the Q is not much more speculative, mo-mo investment than the 3 real gorillas in the world, MSFT, INTC and CSCO ?

The rah-rah-rah on this stock is just too much, can someone enlighten me.

They are the CDMA IPR company, fine.

1- But the wireless gorilla, no

2- the CDMA gorilla, yes but other "licensees" will be able to produce CDMA semiconductors, under license. The Q seems vulnerable here.

3- GSM & TDMA still exist people, and it's GSM that's more prevalent. From what I understand, CDMA is the best technical standard, but a lot of companies will do ANYTHING to not have to pay the Q ANYTHING in royalties.

Can anybody see this, that Q is an enormously speculative mo-mo investment, that could nEVER become a "wireless" gorilla, but a strong niche player.

pls enlighten me people, I am getting a bit tired of rah-rah on the Q , it seems people have lost their idea of risk and objectivity ?

Thanks, take care & JMHO

Jean
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