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


To: Seeker of Truth who wrote (10608)11/18/1999 4:17:00 PM
From: Uncle Frank  Read Replies (1) | Respond to of 54805
 
That wasn't a very long post, Malcolm, but it sure was wide <g>.

When you respond to a post that uses fixed font, you have to uncheck <fixed font> or it will respond in kind.

What a wonderful choice, trying to pick between Q and Cisco. Two Gorillas who made have a collision ahead of them. Cisco is now battling in two convergence arenas, though, and even their resources aren't unlimited.

btw, if you use forward looking pro forma p/e ratios, you may find Q is carrying the lower valuation <I think>.

uf



To: Seeker of Truth who wrote (10608)11/19/1999 2:22:00 PM
From: John Stichnoth  Respond to of 54805
 
Malcolm, Stock Hawk was quoting me. I was just making the point that in the not-too-distant future QCOM will be selling as much as CSCO and will be making as much money. Qualcomm's total market value has a ways to go to catch up to Cisco's. So, it's still a heck of a buy.

[Sorry if this is already covered. Just catching up on posts.] Meantime, it looks like we've found a floor for Q's price. Basing pattern for a few days, and then the rise will continue.

Best,
JS