Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: 100cfm who wrote (34208)	11/2/2000 12:19:39 PM
From: slacker711	Read Replies (1) of 54805

Speaking of Q it has been acting more like a chump this year then a Gorilla and I feel alot is on the line today, even it's Gorillaship in my mind. I know a lot of people are nervous about Q's earnings....but this statement is completely untrue. None of the factors which have held up Qualcomm's earnings this year (China, Korean subsidies) have anything to with the gorilla game. The basic premise of Q's gorillahood is their control of IPR related to all forms of CDMA. If you look below the headlines, you will see that Qualcomm has continued to build-out it's value-chain this year and is laying the ground work for years of substantial earnings growth. Nothing has changed.... Slacker

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