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


To: Mike Buckley who wrote (5046)8/22/1999 12:54:00 AM
From: DownSouth  Read Replies (1) | Respond to of 54805
 
Mike, and thread, I appreciate the discussion this weekend, and, as you can see, I really am loosing sleep.

I would appreciate some noble efforts from our most informed members to tell me (us) what is the downside risk re: QCOM. Let's talk some worst case scenarios.

I am trying to bring balance to my thinking and am not well enough informed about QCOM and its domain to see as clearly as so many of you do, so your help will be most appreciated.



To: Mike Buckley who wrote (5046)8/22/1999 3:14:00 AM
From: Uncle Frank  Read Replies (1) | Respond to of 54805
 
>> if Qualcomm's stock performs as well in the first nine years of its tornado (beginning April 1, 1998), the stock will get to a little under $5000 by April, 2007.

Not to be picky, but I thought your Cisco/Q post put Q at $19,500 per share in 9 years. Since that was pre-split, I've been using $10,000. Is my memory failing?

Franq



To: Mike Buckley who wrote (5046)8/22/1999 9:55:00 AM
From: LLCF  Read Replies (2) | Respond to of 54805
 
< Frankly, there's nothing that I would prefer more, so PULEEEZE feel free to disagree about its importance!>

Just an occasional lurker here... but as long as we're looking for some downside, perhaps we should step back from Q's Gorilla status and make that a given. How about comparing market size and growth rate between a Cisco and Q?? Seems Q's could be quite a bit smaller in both cases???

DAK