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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: tekboy who wrote (19493)	3/7/2000 9:19:00 PM
From: Everett D. Smith	Read Replies (1) of 54805

Tekboy!! Just got back from "boozing it up" with all that very fine wine that you provided for the lunch meeting with some of the usual suspects. So sorry that you and tekgirl could not make it this year. Thanks for thinking of us. There was a good turnout. So interesting to put faces to the names. Lindy was in one of his Zoot suits. I ate at a table with Mike Buckley,Aloha Mike and others. There must have been about 40 there. All in all it was a very interesting and emotional experience. The QCOM meeting was also very interesting. I sat near the front within about 24 ft. from the speaker. Not a lot of news that we don't know but they seemed upbeat. Didn't know much new about the China situation. High hopes for HDR and wireless internet connections but sounds as if this is about 18 months in future. Again thanks for all the fine wine. Sorry that you and all the missing threadsters could not be there with us. Best of wishes, Everett Smith

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