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

To: Mike Buckley who wrote (9219)	10/30/1999 1:47:00 PM
From: Mike Buckley	Respond to of 54805

Frank, Timing is made even more difficult in this period of Q's massive change in their business model. You never know when news will come out that will make this or that basic fundamental apparent for the first time. As an example, virtually any day we could get an announcement about the sale of the handset division, or it could be sometime next year. It's just my opinion, but it's not worth the effort to time Qualcomm when the fundies are subject to so much change. I think the same is true for Gemstar for the same reason. --Mike Buckley