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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Rick who wrote (23030)	4/18/2000 7:24:00 PM
From: Mannie	Read Replies (1) of 54805

I listened in on the QCOM conference call, a lot of good news. -Book/bill of over 1, they have orders already for over 14.5 million chipsets. -margins are way up, over 40%, they see mid 30's easily sustainable. -They see very strong sales in second half of the year. listen for your selves. 212-346-6391 #14459446 QCOM said the call will be posted on their website at 7:30 or 8:30 eastern

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