Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (28438)	7/20/2000 3:07:04 PM
From: Tom Chwojko-Frank	Read Replies (1) of 54805

I have some cash and I'm trying to decide which Gorilla to add to. I'm leaning towards QCOM because I'm heavy in INTC, MSFT is in uncertainty, but SNDK is another option. I'm least heavily weighted in QCOM, and most bullish on the wireless data market. I guess I'm answering my own question. Anyone want to talk me out of it? Any suggestions? Regarding Q's value chain. Q is equated to wireless data. The early adopters are playing with toys that get wireless data. They are awkward stop-gaps that fill the void while the infrastructure (and value chain) gets in place. There is a lot of commerce drooling over access (or being available) to anyone's spending anytime anywhere. The wireless data tornado hasn't started yet. That's when Q will shine, IMO. Tom CF

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