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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: tekboy who wrote (16642)1/27/2000 11:40:00 PM
From: 100cfm  Read Replies (1) of 54805
 
<Hey, think about it this way: what would you be wearing now if you hadn't wrapped up your options-on-margin games near the top? Be thankful for not-so-small favors... :0)>

Yes, thanks to you and uncle I don't have to worry about getting arrested for indecent exposure.

Tell your army buddy to listen to the radio wall st. interview of Q's coo and he'll be glad he bought in now.

I just got done listening to it and three things really stuck out.

1. ALL carriers WILL BE cdma. Not a matter of if anymore just a matter of when.
2. Snaptrack will allow them to do market specific advertising on your wireless device.(Ad revenues ala gemstar).
3. They will be doing a GSM aquisition or JV. A GSM/CDMA
chip is Q's ticket into fortress europe.

None of the above priced into Q's stock. Only thing Q being priced on is maybe flat earnings for next quarter, silly and short sighted. Painful to see the shrinkage factor applied to my portfolio but the water will soon warm up again.

100
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