Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Jean M. Gauthier who wrote (27417)	7/7/2000 4:26:53 PM
From: Mike Buckley	Read Replies (1) of 54805

Jean, It's great to see your screen name again after such a long time! In my mind, none of the reasons you mentioned have any bearing on whether or not Qualcomm is the Gorilla of CDMA. To repeat an earlier post, if you think CDMA is not going to enjoy a sufficient portion of the wireless market share you might be able to find better investments. Personally, the whole game for me has ALWAYS been about data and right now almost all the stuff we're seeing is about voice. As for the issue that the stock has dropped precipitously as if it's unique, that's simply not a particularly unique characteristic especially in light of the fact that it happened at the tail end of the period when the Naz went up 85% in one year and about 125% in about 15 months, an unprecedented rise that took most stocks including Qualcomm's to heights beyond rational levels. --Mike Buckley

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