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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: tero kuittinen who wrote (19763)	3/11/2000 11:00:00 AM
From: Uncle Frank	Read Replies (2) of 54805

>> Last time Qualcomm threatened to dive below 120 we had the China Unicom hoopla and massive hype about 10 million Chinese CDMA users by the end of 1999. Of course, the whole deal was meaningless, because the government had not given a go-ahead. Tero, what part of the the Qcomn/Unicom story do you see as "hype", and who are you accusing of perpetuating it? I heard Dr. J expound on the China situation at the shareholders' meeting last Tuesday, and he clearly conveyed that a contract had been signed by both parties with expectations for immediate fulfillment and then delayed by the Chinese government due to political considerations (ie the Taiwan elections). I believe it was Paul Jacobs who commented last month that a reduced royalty rate was negotiated contingent on the deployment of a 10 million subscriber system before the end of year 2000. Based on the growth of cdma subs, chip sales, and ipr revenues, Qualcomm hardly needs to hype their stock. And from a Gorilla hunter's perspective, a short term delay in penetrating the China market is hardly relevant to our investment in Gorilla Q. uf

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