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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Uncle Frank who started this subject7/7/2000 7:30:27 PM
From: shamsaee  Read Replies (1) of 54805
 
Having just caught up with all the posts today here and on the qcom moderated thread,I am glad I missed the whole day.I was really disappointed to read that SK TEL was going with wcdma and then to find out there is no confirmation to the story and typical sloppy press.

I do however have some reservations on upcoming earnings and guidance for next quarter.All the signs point to slower growth short term.

Here is the good news for those who believe in the company and its Ip and expertise in asics design in CDMA,WCDMA.Looking at their product pipeline we can expect HDR,MSM5500 to be rolled out in mass in Korea,US,Japan q1/q2 of 2001.While I would not be surprised with a further drop in the stock price due lower q4 revenues it also represents an excellent buying opportunity for significant returns over the next 5 years.I would even go as far as to say a 10 bagger over the next 5 years.
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