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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: DlphcOracl who wrote (28540)	7/22/2000 5:14:51 PM
From: DownSouth	Read Replies (1) of 54805

QCOM's plight is identical to Rambus -- until there is clear-cut evidence that CDMA is rapidly gaining market share outside the US, it will be range-bound between 55-80 (IMO) DO, QCOM's situation is not comparable to RMBS in any respect. First of all, QCOM's fate is not in the hands of a single company (like INTC) and that company's ability to integrate their product into their products. Also, QCOM's ASICS and IPR market place is much more rapidly expanding than that of RMBS and is not dominated by a single or duopolistic (WINTEL) architecture. Nor is that market as mature as the WINTEL marketplace. until there is clear-cut evidence that CDMA is rapidly gaining market share outside the US, it will be range-bound between 55-80 (IMO) All the hoopla about WCDMA is, to me, clear cut evidence that CDMA will rapidly gain market share worldwide. I realize that I substitued "will" for "is", so how you evaluate the importance of recent events may depend on what your definition of "is" is. <vbg> You make good points, but I do not see level of risk that you seem to. I also like your list of stocks, but believe that QCOM is a great investment in terms of risk/reward.

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