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

To: Apollo who wrote (11444)	11/29/1999 11:03:00 PM
From: Stu R	Respond to of 54805

Stan: Great job on the portfolio study!! I noticed something a little unusual in the makeup of people's holdings that maybe someone could shed some light on. QCOM is far and away the most widely and heavily held stock and of course the main reason is its developed and patented CDMA technology. Yet noone lists ownership in CDMA service providers such as PCS or VOD(which makes up about 30% of my IRA that I didn't include in my portfolio analysis). However, NXTL and OMPT are both listed neither of which offers CDMA as far as I know. Any thoughts? Stu