Gorilla and King Portfolio candidates - Moderated Message Board

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Strategies & Market Trends : Gorilla and King Portfolio candidates - Moderated

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To: Mike Buckley who wrote (999)	7/1/2004 3:20:56 PM
From: Apollo	Read Replies (1) of 2955

Qcom growth..... could be slowed down by adverse geopolitical events, a recession, and/or governmental intervention in India, China and South Korea. Most certainly, geopolitical or macroeconomic events can throw a huge wrench into the works. One of the nice things about Qcom is that it is seeing growth in all regions. Even Europe is projected to be contributing thru W-CDMA uptake in coming years. As such, any localized geopolitical event should be attenuated by growth in other world regions. But overall, I agree, we don't want to be "star-struck" or evangelical about the future for Qcom. It just seems like so many great things are coming together for the company, and more recently, for shareholders. Today, we have a Merrill Lynch upgrade (http://www.siliconinvestor.com/readmsg.aspx?msgid=20271443) and news of 3G pursuit by Orange with high-speed video phones in Europe (http://www.3gnewsroom.com/3g_news/jun_04/news_4670.shtml). Apollo

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