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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: LindyBill who wrote (27473)	7/8/2000 10:15:24 AM
From: gdichaz	Read Replies (1) of 54805

LindyBill: If I remember correctly you played poker with the "Duke". The situation with Qualcomm is a classic "when to hold 'em and when to fold 'em" situation. You are folding. I am holding. Why? My suggestion is that the stronger risk management play is to assume that since we know that Qualcomm is a CDMA voice gorilla now and a prospective data CDMA gorilla sometime in the relatively near future, the better option is to be in, not out. While I agree with you that I do not see a major rise in stock price for Qualcomm until the fall, I frankly am not sure when that rise will happen. All I am sure of is that it will. So holding makes sense to me. Lesser risk. Best. Cha2 ..

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