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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: DownSouth who wrote (26388)6/15/2000 5:55:00 PM
From: gdichaz  Read Replies (1) of 54805
 
DownSouth: What is going on now is a fascinating disconnect between the company's fundamentals and market price moves. I try to keep up with the first and ignore the second. But admit that the buffeting by external forces and analysts with a bear agenda make it difficult to ignore price movements.

On the fundamentals, the company keeps going ahead strongly. My remark about data is that I see the next strong move will reflect real world data events. But the timetable on the beginning of that is close. Note for example that Verizon will undertake a field trial of 1X which doubles voice capacity and enhances data within a month in Philadelphia. This is under the Lucent contract announced today.

On earnings, growth reflecting gains Qualcomm is making in coverage and chips for the next generation of phones and other applications seems very much on track.

But as far as prices go, who knows, I don't.

Wish you well with what you decide.

Best.

Cha2
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