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

To: LindyBill who wrote (4744)	8/9/1999 3:43:00 PM
From: DownSouth	Read Replies (1) \| Respond to of 54805

Strange Monday in the market. ATHM is whacked by ATT/AOL rumored talks; EMC is whacked by its acquisition of DGN; WCOM is whacked by its long distance rate cut; RMBS is whacked by poorly written Forbes article; CSCO is down for no reason at all.

To: LindyBill who wrote (4744)	8/9/1999 7:35:00 PM
From: Tony Viola	Read Replies (2) \| Respond to of 54805

Lindy, Intel to me is a safe stock right now. My "war warning" on it meant that I did not expect it to grow more that 10 to 20 % a year in the future, which, by out standards, is nothing. I don't know, Intel may be the best investment of all the gorillas in a rising interest rates skitterish market. Intel's P/E is one half to a third, or more favorable than that, compared with the favorites of this thread, and they can grow earnings at comparable rates. The high P/E stocks are getting treated like yesterday's newspapers lately, even the no brainer growth ones like Cisco and Microsoft. Also the PC market has come back to life in a big way. Actually, it never slowed down except in Compaq ex-CEO Herr Pfeiffer's mind and utterances. Reports of its death were greatly exaggerated. - Mark Twain Intel and a couple other SOXX members are what's keeping me above water lately...

To: LindyBill who wrote (4744)	8/9/1999 10:34:00 PM
From: Keith Feral	Read Replies (1) \| Respond to of 54805

LindyBill: I wanted to share some markets stats published in a report by Jack Quinn through Micrologic. The report can be read on www.forwardconcepts.com. He projects that cdmaOne handset sales will equal GSM handset sales by 2003, when annual sales are expected to approach $20 billion for both CDMA and GSM handset markets ($40 billion total). This report does not take into account the resolution on 3G standards achieved by QCOM and ERICY earlier this year. Also, it does not include royalty opportunities from infrastructure. I find the market stats as a conservative tool for projecting royalty opportunities for the Q. If QCOM were just collecting just 5%, annual royalties would approach $1 billion per year. I wonder how this number would compare to the royalties being generated by the construction of 3G networks around the world. Would the royalty opportunity be equal? If so, QCOM would be earning a minimum of $8 a share before it even made an ASIC or a CDMA handset. I guess these number begin to illustrate the massive opportunites that lie ahead for QCOM.