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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (19127)3/1/2000 11:53:00 AM
From: ggamer  Read Replies (3) of 54805
 
RE: Qualcom

Can we talk about our biggest holding: Qualcom. Unlike Lindybill who moved some of his mullu out of the stock, I am sure there are many of us with a big percentage of our holdings in this stock.

Mr. Buckley, can you please give us a short summary of the company? I am sure many of us will be interested in hearing your thoughts on the short and long term prospects of the company as you see it today.

On one hand we are getting lots of good news about the future of the CDMA technology. But we are also getting signals that China might be a tough place to do business, you have not been happy with the latest CDMA user growth,and MOT making headlines of a CDMA technology double the speeds of HDR.

Thanks in advance for your input.

GGamer
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