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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Greg S. who wrote (37388)1/2/2001 4:07:44 PM
From: Uncle Frank  Read Replies (1) of 54805
 
>> I think everyone who owns some QCOM should own some MCOM as well.

>> I realize this may run counter to G&K strategy...

That's an understatement of huge proportion, Greg. Not only doesn't it make sense in terms of the Gorilla Game, but imo it's just bad investing. I called on MCOM in the late 80's, and their efforts towards building a franchise hasn't shown progress in all that time. The question would seem to be how much of his fortune Paul Allen will let them burn before he withdraws support. Their fundamentals and future appear to be dot.com-ish.

finance.yahoo.com

Out of curiosity, what technology does Metricomm control that makes you feel they can compete with Qualcomm?

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