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

To: StockHawk who wrote (4434)	7/31/1999 1:23:00 PM
From: John Stichnoth	Respond to of 54805

There was discussion of this over on the QCOM thread. Among comments were: H&Q were not in on the recent secondary offering, and may have been influenced by that. H&Q still doesn't "get it" with regard to CDMA, QCOM and 3G. Management has separately made comments that indicate they expect continued positive year-on-year comparisons, while the H&Q report shows 3Q and 4Q 2000 eps actually falling! That doesn't make a whole lot of sense. H&Q highlighted a coming imbalance of over-supply with demand. But, Q's results in the current quarter were actually held back because they couldn't get parts for their phones. The consensus on the QCOM thread is that demand will continue to outpace supply, particularly as Q's thinphone and pdQ phone have really not yet hit the market. etc. There was also a Lehman report that was much more positive. Also: Don't forget one of the Gorilla rules--Ignore the chaff of information coming through. Does the H&Q report (or the Lehman report for that matter) affect Q's status as a gorilla? It doesn't, i think. And we have continuous evidence that Q is able to act as a gorilla, in forming alliances and getting its way with standards development. moo, of course.