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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: MSI who wrote (47035)	9/23/2001 8:08:30 PM
From: Maurice Winn	Read Replies (1) of 54805

<so what's a good list of investments for a Global Recession?? > QUALCOMM [also a Gorilla] There were 3 TSG-C Plenary meetings between Sept. 18 & 21 - held by conference call in light of the week's tragedy. 3D world down 3G world up! SUV sales down PCS sales up! Fuel down photons up! Otto down, cdma2000 up! Hotels, Dom Perignon, Gulfstream, Luxury Restaurants, Tourism, Rental Cars, Airlines, Cellphone Roaming all down. CDMA ASIC sales, SnapTrack, fibre, cyberspace links up. They can't blow up, poison or infect cyberspace [the odd virus notwithstanding]. Mq

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