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

To: Uncle Frank who wrote (4845)	8/13/1999 9:23:00 AM
From: Teflon	Respond to of 54805

I'm certainly on "board" with that! I actually added to my MSFT and GMST position yesterday. I was even expecting a slightly negative PPI report today, and boy that was a pleasant surprise. Of course I'm still getting my head beaten in on some other fronts, but as you say, "Makes it quite a challenge to anything other than buy & hold <g>." Teflon

To: Uncle Frank who wrote (4845)	8/13/1999 11:36:00 AM
From: Teflon	Read Replies (1) \| Respond to of 54805

New Law Suit (Contersuit) from Motorola against QCOM: dailynews.yahoo.com Motorola Countersues Qualcomm SCHAUMBURG, Ill. (Reuters) - Motorola Inc. (NYSE:MOT - news) said Friday it filed counterclaims against Qualcomm Inc. (Nasdaq:QCOM - news) alleging that the California wireless communications company violated some provisions of licensing agreements between the companies. The counterclaim relates to lawsuits between the two companies pending in the United States District court for the Southern District of California, in San Diego. In this action, Motorola claims that Qualcomm breached two key clauses of the 1990 agreements, the most favored nations and royalty sharing provisions. In the agreements, the parties cross-licensed certain intellectual property rights and agreed to work together to develop and commercialize CDMA technology. CDMA is digital mobile phone technology which promises clearer calls and fewer dropped calls. Motorola said it agreed to and did in fact invest substantial sums in Qualcomm's development of the CDMA technology and made Motorola's technology available to Qualcomm. Qualcomm agreed in return to give Motorola favorable licensing treatment and royalty sharing rights to secure for Motorola an advantage in the CDMA marketplace over later licensees. Motorola said it believes its contributions played an important role in the success of CDMA technology. But Motorola alleged Qualcomm has embarked upon a licensing strategy designed to deprive Motorola of the bargained for benefits in the agreements. Motorola said it seeks specific enforcement, damages and injunctive relief. San Diego, Calif.-based Qualcomm, which had filed a suit last month seeking to terminate licenses granted to Motorola, was not immediately available to comment on the countersuit. Shares of Motorola were trading up 3-1/8 to 90-7/8 while Qualcomm shares added 4-1/4 to 155-1/4. Teflon