Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: DlphcOracl who wrote (28540)	7/22/2000 5:36:04 PM
From: Uncle Frank	Read Replies (2) of 54805

DO, you make some good points and are focused on some good stocks, but let's try to put this discussion back into the framework of the Gorilla Game. The fact that qcom has declined from a high of 200 to 62 13/16 has no bearing on its prospects, only its past. Qcom is the Gorilla of cdma, the fastest growing air interface in the world based on sub acquisition rates. Granted, this rate appears to have dropped below Tornado levels, but that doesn't negate the pongid status they gained through developing their discontinuous innovation. The fm advises to hold the Gorilla until there is a threat of substitution, and there isn't one in sight. What is in sight is a beauty of a Tornado related to 3G beginning to take shape. This should kick off in early 4Q00, with installations going on line in Korea, a very exciting prospect. Your suggestions may make sense from a trader's viewpoint, but as a Gorilla Gamer, this would be a totally inappropriate time to reduce my holdings in Qualcomm. jmho, uf

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