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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: John Carragher who wrote (939)4/2/1999 9:49:00 AM
From: KY  Read Replies (3) of 54805
 
Been watching with great interest the discussions on QCOM. Have been looking for a way to play wireless for sometime, but unfortunately have not had the time to investigate.

Does anyone know of any articles on the web, sites, or specific threads around SI where I can start my detective work?

Very interested in fully understanding why QCOM's technology could catapult them into gorilla status. Took me a while for me to be sold on UNPH...now I want to take the same steps to understand QCOM's business.

Thanks. KY
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