Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 174.01

-0.3%

Nov 14 9:30 AM EST

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To: waverider who wrote (62541)	1/16/2000 3:05:00 PM
From: Uncle Frank	Read Replies (1) of 152472

>> You made a good move on your RMBS, but the company doesn't even come close to being the kind of gorilla I prefer to own. Rambus is no kind of Gorilla at all, Rick. Their product hasn't crossed the Chasm yet, much less reached Tornado market proportions. Without a Tornado, there can be no Gorilla based on Gorilla Game theory. Now Q meets all of the criteria for Gorillahood, and not only are they deep into the wireless voice Tornado, they are in the process of creating a new and even stronger Tornado for HDR! If we can ignore the short term and hang on to Q for a few measly years, we will be rewarded beyond belief. If we try to time Q, we will have regrets for the rest of our investing lives. jmho, Unq

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