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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Art Bechhoefer who wrote (50466)	2/23/2002 12:09:21 PM
From: gdichaz	Read Replies (1) of 54805

Art: Yes, that is why I thought it might be well for some clarification here, so that at least those on this thread could have some further perspective and understanding. I agree with you BTW that this will have a negative effect on Qualcomm in the short run (its a bit complicated for "the street") - but then all the good news seems to be of little impact - little positive impact at least. I still see a "show me the money" attitude re: Qualcomm and techs in general. Until later this year when revenue, cash flow and earnings begin to reflect the "good news" in concrete measurable terms, (if that happens in fact), I see little chance of any major move up - BWDIK. Good"news" by itself won't have much if any impact in this atmosphere, but bad "news" does. Best. Cha2

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