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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: LindyBill who wrote (11614)	12/1/1999 4:16:00 AM
From: tekboy	Read Replies (1) of 54805

Well Lindy, what's your point? <GGG> half-seriously, I mean, we know that CDMA is better than TDMA or analog and that Q will do very well indeed as the mobile wireless market moves in that direction. But presumably that basic knowledge is now reasonably widespread, and has accounted for most of the huge rise in Q over the past year. Are you (and/or Engineer) saying that the picture is soooo much better than we thought that there is a huge upside potential looming ahead for the stock as well as the company? IYO, how much of that story has been priced in already? How are you calculating valuations, if at all? What about Cisco? Is "cpaacity" the same thing as "cpacoty," and are either of them small Australasian rodents? Why can I only type questions? tekboy/Ares@curmudgeonforaday.com PS hmmmm....Bux's post (to which Engineer was responding) is at least as interesting. Perhaps you are suggesting, as he did, than we are likely to see T switch to CDMA sometime soon?

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