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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: tekboy who wrote (14390)	1/7/2000 2:22:00 AM
From: Uncle Frank	Read Replies (2) of 54805

Jon Koplik posted the following summary on the Q thread. It may help us keep our focus on the important things: >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> A thought -- market cap. on QCOM now around $90 billion (with Q @ $140). Does anyone who understands : 1. AT&T will most probably switch to CDMA at some point. 2. Certain well-known European wireless handset manufacturers will most probably switch to Qualcomm ASICs. 3. China is ramping up in CDMA. 4. Japan is ramping up in CDMA. 5. HDR is perhaps one of the best things in all of history. 6. Globalstar is still potentially HUGELY profitable. 7. Eudora will possibly be THE e-mail backbone for nearly everything, eventually. 8. OmniTRACS is still there, raking in the "bucks," maybe being adapted for use in cars (?) 9. Digital cinema technology is still "lurking" too ... ... worry about buying a piece of a company that does all this stuff, AND is priced (for the whole company) at $90 billion or less ? Jon.

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