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


To: Uncle Frank who wrote (8302)10/14/1999 4:09:00 PM
From: DownSouth  Read Replies (1) | Respond to of 54805
 
SUNW beat the street's estimates. Tomorrow could solidify the turnaround we saw this afternoon. But who cares? I own Gorillas and Kings! Don't buy. Don't sell. Just watch.

(Sorry, just trying to remind myself of my strategy here.)



To: Uncle Frank who wrote (8302)10/14/1999 4:33:00 PM
From: straight life  Respond to of 54805
 
From Valueman:

As for foundry capacity, recall that after the MSM2300, Intel no longer was a fab for QCOM. This is not an issue. It is all IBM and Taiwan Semi now.

(hurrah!)