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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Uncle Frank who wrote (3611)	7/9/1999 3:43:00 PM
From: LLCF	Respond to of 54805

< As far as Q slowing down, check out the long term graph on the three Certified Silverbacks and to see how much time you have if Q is truly a Gorilla:> Great chart... ha ha ha ... never sell the Q! I'm wondering if there has been talk over here of how much clout Q has in ASIC's as an enabling technology ala Intel's pentium etc... Can they [have they] truly become the CDMA standard as the 'big guys' ramp up their CDMA offerings. [of course Q gets royalties, but not nearly as lucrative as becoming the Gorilla]. DAK

To: Uncle Frank who wrote (3611)	7/9/1999 11:10:00 PM
From: LindyBill	Read Replies (1) \| Respond to of 54805

Frank, as you well know, Q is about at 1991 or '92 on that chart. That is why it has all my money right now. I was just doing my normal Friday nite checking of numbers, (and gloating!), and the last 8 weeks have really been unbelievable. As of tonite, I am up 127% for the year, and one half of that has happened with Q. I started buying it on April 1st, was fully committed by April 21st, and am up 91% on it. I turn into a Russian Jew, and "Listen for the hoofs" of the Cossacks when things get this good, but I really see no downside for the economy or for Q out there. Overseas, all is not rosy, but it is all better than a year ago, and on the upswing, with no Inflation. Here, the Fed has tightened too much, as evidenced by the low commodity prices, agriculture in particular, but, they always do this. They will get too loose later on, if they realize what they have done. They just can't get it right on. But, this is quibbling. The boom seems to be solid, from everything I can see. Within Tech, we seem to be solid. Intel is back on track, with better numbers next week, but I would not buy it right now. Microsoft is one hell of a buy if you want to chance the trial outcome. Cisco has moved up very well, and I think we will end up with our yearly double out of it,up over 47% for the year. The next two weeks with Q will show earnings, and what, if anything, Siemens is doing. Company looks so good it is scary. A year from now it will be getting the same type of attention from the press as our "Big Three", but, right now, the market still does not really understand this company.