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

To: Uncle Frank who wrote (6447)	9/16/1999 9:40:00 AM
From: Teflon	Respond to of 54805

QUALCOMM's OmniTRACS Mobile Information Management System Selected by CRST - CRST to Install Over 1,150 OmniTRACS Units Before the End of the Year - SAN DIEGO, Sept. 16 /PRNewswire/ -- QUALCOMM Incorporated (Nasdaq: QCOM - news), the worldwide leader in integrated wireless data solutions, today announced that Iowa-based CRST has replaced its multi-mode, satellite and land-based communication system with QUALCOMM's OmniTRACS® satellite-based mobile information management system. CRST has signed an agreement to install more than 1,150 units before the end of the year. During the last year, QUALCOMM signed more than 200 new fleet contracts. ''We have seen superior product quality and service from QUALCOMM's OmniTRACS system,'' stated David Rusch, president and chief operating officer of CRST. ''We feel that QUALCOMM's continued success and leadership in fleet management products makes them the clear choice for all of our mobile communication solutions.'' ''For over 10 years, QUALCOMM has delivered high quality products, services and solutions to our customers,'' stated George Dunn, vice president of domestic sales for QUALCOMM Wireless Business Solutions. ''With over 1,000 fleets equipped with OmniTRACS units, we will continue to offer this level of quality and service as we move forward into the future.'' QUALCOMM's OmniTRACS system is a satellite-based mobile communications and tracking service that provides real-time messaging and position reporting between fleets and their operations centers. Messages are sent via satellite through QUALCOMM's Network Management Center to dispatch centers throughout the continental United States. The OmniTRACS system is an interactive, fully integrated information management solution that includes two-way mobile communications, satellite tracking and fleet management software. The OmniTRACS system operates 24 hours a day, seven days a week. With nearly 300,000 OmniTRACS units sold worldwide, QUALCOMM Wireless Business Solutions is a global leader of integrated wireless data solutions. QUALCOMM's Network Management System is one of the world's largest data networks, processing over 5 million data transactions a day. QUALCOMM currently has systems operating in the United States, Canada, Mexico, Europe, Russia, the Middle East, Argentina, Brazil, Japan, Korea and Malaysia. QUALCOMM Incorporated (www.qualcomm.com) is a leader in developing and delivering innovative digital wireless communications products and services based on the Company's CDMA digital technology. The Company's major business areas include CDMA phones; integrated CDMA chipsets and system software; technology licensing; and satellite-based systems including OmniTRACS and portions of the Globalstar(TM) system. Headquartered in San Diego, Calif., QUALCOMM is included in the S&P Index and is a 1999 FORTUNE 500® company traded on the Nasdaq under the ticker symbol QCOM. Except for the historical information contained herein, this news release contains forward-looking statements that are subject to risks and uncertainties, including timely product development, the Company's ability to successfully manufacture significant quantities of CDMA or other equipment on a timely and profitable basis, and those related to performance guarantees, change in economic conditions of the various markets the Company serves, as well as the other risks detailed from time to time in the Company's SEC reports, including the report on Form 10-K for the year ended September 27, 1998, and most recent Form 10-Q. QUALCOMM and OmniTRACS are registered trademarks and OmniTRACS is a service mark of QUALCOMM Incorporated. Globalstar is a trademark of Loral QUALCOMM Satellite Services, Incorporated. All other trademarks are the property of their respective owners. Teflon

To: Uncle Frank who wrote (6447)	9/16/1999 10:47:00 AM
From: Teflon	Read Replies (1) \| Respond to of 54805

10:21 QUALCOMM PRICE TARGET RAISED TO $225 AT DEUTSCHE BANC AB Teflon

To: Uncle Frank who wrote (6447)	9/16/1999 7:46:00 PM
From: Zirdu	Read Replies (1) \| Respond to of 54805

I have been reading this board since I got into Q at about 138. I bought from there to 182 and have established a position I am comfortable with. I think this is a great board, and I love idea of what you are all trying to do. What I don't understand is how in the world short term trading, options, market timing, etc has anything whatever to do with GG investing. I thought that the whole point of GG investing was to attempt to find, before the fact, those few companies with such extraordinary competitive advantage that they will, over the space of many years, far out grow the average company in earnings, revenue, etc. Isn't the GG investor attempting to discover the characteristics that gave MSFT, CSCO, INTC, etc such a competitive advantage that they have grown their earnings so many times that of the market averages, that their stock prices have likewise grown many times that of the market averages. Over a long period of time of many years. I can't see that the Gorilla Game approach says anything about short term fluctuations in GG stocks. Is is better to be a short term trader in a GG stock, rather than any other stock? Who knows. I doubt it. What the GG teaches, I think, is that there are a few companies out there that do have long term, sustainable competitive advantages, and if you can identify them in advance, and invest in them for the long haul of many years, that you will far outperform the averages. But if you are constantly trading in and out of GG stocks, or doing short term strategies like options (betting on the price action over a relatively short time period), you are giving up your whole advantage in finding the GG stock in the first place. You are just a trader, who happens to be trading QCOM or MSFT, rather than AOL or THQI or DD. You have no competitive advantage over any other trader. I don't see that as a trading strategy it is better to trade GG stocks rather than any other stock. You're still a trader.