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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: 100cfm who wrote (37241)12/30/2000 8:40:41 PM
From: Thomas Mercer-Hursh  Read Replies (2) of 54805
 
'cause I sorta feel that we've gotten blindsided
....
I couldn't put my finger on it but you did, that is exactly what I feel has happened.

I guess we've been paying attention to different information then... Personally, I have had no surprise from QCOM. All along it seems that it has been clear that nothing was clear, that there was a complex path ahead consisting of an overabundance of competing standards mixed with different starting points and company and national personalities and, thus, nothing was certain in the short term except that we would continue to be assaulted by FUD as all the players tried to position themselves and make excuses and feints. What was and is certain is that all paths lead to CDMA and QCOM owns CDMA so eventually the piper will have to be paid.

I think this was true last fall and it is true this winter ... there have been some shifts, all the substantive ones seeming to be toward the inevitable, but enough noise that it is hardly surprising that most people are confused. And, what happens to a stock about which people are confused in a market downturn? So where's the surprise? Where's the blindside? This is a long term strategy folks and QCOM is our pet exactly because it represents on of the purer cases where it seems clear that there are no other options ***eventually***. This does NOT mean consistent week over week gains.
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