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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: DaveMG who wrote (1123)4/6/1999 10:29:00 PM
From: Mike Buckley  Read Replies (2) of 54805
 
Dave,

I'm just amazed at how psychology can change over night, that's all.

I understand your point, but I don't agree with you that Qualcomm, the company, is essentially the same today as when the stock was trading in the $50 - $70 range. Within a couple of weeks of announcing the Ericsson deal, two analysts increased the Q's FY2000 EPS 25%. That's a significant change in my mind that warrants special attention.

--Mike Buckley
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