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

To: John Stichnoth who wrote (10522)	11/17/1999 10:55:00 AM
From: Percival 917	Read Replies (1) \| Respond to of 54805

Thanks John, Far be it for me to sell ANY of my Q shares. I am adding more. This run up was so fast that some profit taking was expected. In fact I would have been surprised if there wasn't. But my timing days are over. Joel

To: John Stichnoth who wrote (10522)	11/17/1999 11:03:00 AM
From: avanti77	Respond to of 54805

< Re QCOM-- In case anyone is even thinking of selling your Gorilla-holder shares in Qualcomm, we should keep in mind why we bought the stock> Quite the opposite. I've been buying on dips below 350. I've actually been relieved by the dip in QCOM. It gives the stock a chance to consolidate and establish a new base after a tremendous run. The fact that the consolidation is occurring around options expiration this week is a predictable and healthy sign (IMO). I think we will see Q back under accumulation beginning next week. Long on Q - and staying that way! Donna

To: John Stichnoth who wrote (10522)	11/18/1999 2:11:00 PM
From: StockHawk	Read Replies (4) \| Respond to of 54805

>>compare their valuations: Sales Earnings Market Cap Shrs O/S ----- -------- ---------- -------- CSCO $12,154 $1,947 278.6 BN 3,300 MSFT 20,938 7,740 460.2 5,160 INTC 28,761 6,981 255.8 3,340 IBM 88,497 7,596 170.6 1,800 QCOM 3,937 178 58.3 160 If you believe, as I do, in the Qualcomm story--and you must, as a Gorilla investor!--then the Q remains undervalued. << John, I am a big believer in QCOM, and I agree that QCOM, as a young gorilla, is undervalued, but I think the source of that undervaluation lies with their projected ability to grow, not in the numbers above. The above numbers show that CSCO has more than 10 times the earnings of QCOM yet only 5 times the market cap. MSFT has 40 times the earnings of QCOM and its market cap is only 8 times higher. IBM also has 40 times more earnings and their market cap is just 3 times higher. Sorry if I am being argumentative. I have enjoyed your recent posts, and do hope you keep em coming. StockHawk