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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (11466)	11/30/1999 1:10:00 AM
From: surpow	Read Replies (2) of 54805

OT: Mike and Thread: FUD is swimming in my head regarding QCOM. I have faith in the company, as well in my current Q positions. However a few things are making me squirm and I was hoping some of you may be able to help out a wide eyed, bushy tailed novice investor who feels overwhelmed. I am just beginning part 2 of the Manual. One concern that I have is that there is an overestimate for the future market of high-speed data transmission. Is this silly? Part of me can see a huge market that wants better quality imaging and faster speeds all wirelessly which would naturally behoove Q. Another part of me thinks, jeez, will people really demand such a product in such numbers, and if not, couldn't that be catastrophic to Q, especially at these levels? I also fall prey to posts that question whether or not CSCO's announcement of a new wireless product will slam HDR to an early grave. Posts referring to a proposed non-profit organization to basically monitor patent rights, and the thread's reaction to such posts also concern me. The problem currently lies in the fact that I don't have a good enough understanding of the situation at hand. I am reading so much everyday in an effort to learn so that I can eventually have a crystal clear understanding of the companies that I am involved in, but in the meantime, I have FUD. Could you please offer some perspective? Did you / do you go through similar feelings? What should I do to restore faith that Q's tornado will continue. I know that reading Chasm and Tornado after GG is fundamental. Between work and my family and my slow reading comprehension, getting through Part 1 of GG took close to one week. I am also taking my time to re-read things in the manual that I didn't initially grasp. I am determined to achieve a high level of understanding in high tech / GG investing, and know it will take me a while to get there. I would also like to make some money during the learning process. Thanks for all of your insight, both past and beyond. Noah

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