Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (11933)	12/4/1999 11:01:00 AM
From: Jeffry K. Smith	Read Replies (2) of 54805

Mike, first post here on a link from Ruff. Question and comment about Q as a gorilla, and the expected appreciation in stock price: what I don't follow is the static stock price until Jan 1999, then a nearly continuous upward climb since then to an astounding market cap. How high is the "market" valuing the royalties and the sale of the handset division - way above their actual worth? On the one hand (and since this is my first post here), I'm not sure if a gorilla is defined by the strength of their presence in the marketplace, or the ever growing price of their stock. I guess what it comes down to is this: I see a steady stream of money coming their way from CDMA, but think the market is overvaluing it. Any comments or enlightment would be very much appreciated. Jeff Smith

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