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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Uncle Frank who wrote (27508)7/9/2000 4:54:32 PM
From: Larry Grzemkowski  Read Replies (2) of 54805
 
Hi Uncle Frank

RE: QCOM

Just catching up on the thread. Thanks for that great 14 minutes of pleasure. With all the FUD flying around that is just what we all needed!

I made some changes in my holdings which allowed me to concentrate on G & K stocks. So I now hold:

QCOM
GMST
SEBL
NTAP
JDSU
CSCO

I am also going to take the Rule Maker seminar over on the Fool. And in preperation I have done the rule maker metrics on my holdings. Here is what QCOM looks like over the last 11 quarters:

QCOM SALES GROSS NET CASH/ FLOW
GROWTH MAR. MAR. DEBT RATIO
MONTHS >10% >50% >7% >1.5 <1.25
OR
REPORT =ZERO
9/97 9 157.6 20.6 4.4 5.8 1.88
12/97 12 102.1 22.4 4.7 7.4 1.65
3/98 3 58.7 22.2 4.1 6.8 1.9
6/98 6 62 29.3 2.8 2 2.08
9/98 9 59.7 30.3 3.2 1.9 1.7
12/98 12 19.8 31.7 5.2 0.8 1.99
3/99 3 21.2 32.4 0.3 2.9 1.85
6/99 6 18.8 35.2 2.3 4.3 1.92
9/99 9 17.6 36.9 5.1 13.9 1.79
12/99 12 19 42.1 15.8 447.5 1.64
3/00 3 -1.4 45.9 20.4 3146 1.86
6/00 6
9/00 9
12/00 12

If anyone thinks it is worthwhile I could post the results for my other holdings. As of right now I have them all done except for CSCO.

It is interesting how QCOM's margins have improved over the last two QTS after the sale of the handset MFG.

Larry G
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