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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Eric L who wrote (37105)12/28/2000 12:29:50 AM
From: tekboy  Read Replies (2) of 54805
 
I hope Michael isn't a proxy for QCOM, since he just died:

koko.org

What you have been skeptical about is the not just the relative merits and trajectories of QCOM's preferred CDMA variants vs. the alternatives, but also Dr. J's credibility regarding same. You just posted that this may lead you to restructure your portfolio, presumably to Q's detriment. That last bit got my attention (which often wanders during the alphabet soup stuff). Care to elaborate on the bottom line of your disenchantment?

tekboy/Ares@asCherylCrowsays,lietome.pov
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