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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: James C. Mc Gowan who wrote (26365)	6/15/2000 2:16:00 PM
From: Uncle Frank	Read Replies (2) of 54805

Hey back at you, Jim. It's been too long since you posted on G&K. Since you're in the area, perhaps we could persuade you to give us an update on armhy... As far as Qualcomm is concerned, I consider it to be a compelling value at today's levels, and feel the market's over reaction to fud and misinterpretation of Thornley's remarks offers informed investors an extraordinary entry opportunity. But since I already have substantial long term holdings in Q, I am resisting the urge to "time" its recovery, even though I think it is a sure thing over the next 6 months. uf btw, they should never let Thornley make a presentation on his own again, as he apparently can't communicate in American english. I hope they chain him to his desk and restrict his activities to counting the beans.

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