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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (37472)	1/3/2001 3:30:31 PM
From: Eric L	Read Replies (1) of 54805

Mike, Re: QCOM - The "Subscriber Metric" used to track Growth Let me call your attention to an important post on MQ thread made by Honorary Gorilla Gamer Benjamin Garrett: Message 15115958 This SSB report on wireless is important because it does a very nice job discussing the difficulty of relying on and making forecasts in the wireless industry using either The "Subscriber Metric" or the "Handset Sales Metric", and other issues related to uncertainty in the wireless industry (positive or negative and right now more positive than negative). I'm sure I have confused 100cfm and others when I refer to subscriber forecasts and make value judgements about them without going into a lot of detail about how to deal with them. It's sort of like "P/E". Your data feed and how you double check calculations has a lot to do with how you deal with them. I thought I'd call your attention to this because I'll be posting frequently on forecasts of subscriber growth past, present and future, as year ending numbers come in, and new forecasts from research agencies become available or are updated. - Eric -

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