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

To: uel_Dave who wrote (8351)	10/15/1999 10:57:00 PM
From: Eric L	Read Replies (1) \| Respond to of 54805

David, << How was the golf in WI? >> FANTASTIC! My golf group of 11 years standing, consisting of 8 old business cronies, that plays a different premier golf resort each fall, had "Autumn Gold" along the shores of Lake Michigan. Finest, best maintained complex, I've (we've) ever played. "Whistling Straits" (walking, caddies only) the finest course I've ever played with all 18 holes playing along and in sight of the lake that looks like the ocean. Thousands of 20, 30, and 40 pound Coho Salmon swimming upstream on the Sheboygan River to spawn and die was an awesome sight as we played Blackwolf Run River. Blackwolf Run Meadow also excellent. How was AC? << DSP & INTC for future growth and earnings in CDMA chips? >> Initially my thoughts are very positive. INTC has been into wireless data planning for some time. BIG GSM focus (since GSM did data and CDMA did not). Now INTC becomes part of the Q value chain and maybe a strategic partner. At least that is my initial reaction. What are your thoughts on DSP & INTC relative to Q? - Eric -