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

To: LindyBill who wrote (5137)	8/23/1999 12:01:00 PM
From: DaveMG	Respond to of 54805

Why can't it be the possibility that Nextwave will emerge from bankruptcy? I'm very surprised at how little discussion about this is going on over on Q threads, with the exception of the lawyerspeak of course. IF NW succeds AND builds a 3g CDMA2000 network covering 165 mil POPS (points of presence) here in US Q will really be able to show what it has to offer. No more waiting around for NTT and the Europeans to figure out exactly how to do WCDMA. No more waiting around for Sprint to roll out higher data rates. NW will have spectrum on the cheap so prices should be cheap too, putting pressure on everyone else, which only helps Q as the provider of the most efficient technology. Developers who see that the shift to data is really on will be encouraged to come up with new products, all sorts of neat gizmos will surface, royalty paying and ASIC using of course. I could go on but the point is that Nextwave has the potential to be a Big deal/watershed event for Q IMO. Add to that the fact that earnings of 4.50-5$ for next year are hardly reflected in the price and..... Of course if Nextwave fails, look out below... Dave

To: LindyBill who wrote (5137)	8/23/1999 12:07:00 PM
From: Uncle Frank	Read Replies (5) \| Respond to of 54805

>> Something major HAS to be going on on Q! I absolutely agree! It could be a few of the big boys adding Q to their funds, in which case I'd expect to see Q retrace. Or, it could be an announcement of great import, such as a split, a sale of the handset division, a partnership with Siemens, or AT&T switching to cdma. I sure am glad I took my lumps Friday afternoon and bought back my covered calls! I'm on the same track as Down South; I sold my ntap for a fine short term profit, sold part of my csco, and bought more Q and Q LEAPS today at extremely high prices that will look like a bargain a few months (weeks?) from now. The fundamentals and the momentum are too compelling to ignore. Frank