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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: DaveMG who wrote (1188)4/7/1999 11:52:00 AM
From: LindyBill  Read Replies (2) of 54805
 
I didn't copy all this stuff out to show you what a genius I am.

Hey,Dave, you're a Genius! The people that just got in haven't been setting with their money in CD's, waiting for an investment, we have been in AOL, Yahoo, etc, and making a buck over there while you were waiting for QCOM to move. The point is, we are here now.

I still would like to see the phone division sold. They really have no edge that I can see with that division, and the margins are too thin. If they were just making the "guts", like Intel, they would at least be able to sell everybody.

I know the company well enough to know that their main problem is getting enough people to handle the growth, and I would like to see them concentrated on the "Hot" end, rather than on production a phone that someone else can make just as well and sell cheaper. Look at IBM and the PC.
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