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

To: Mike Buckley who wrote (12938)	12/18/1999 10:52:00 AM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

Mike, I forewarned that Jake's article was from the vantage point of a short term trader, so you shouldn't have been surprised by the lack of depth. In reality, that's the level of detail most "investors", both short and long term, use in their decision making. It's one of the key reasons Gorilla gamers outperform the market! Anyway, I like the part that shows the message is getting out: Over the past year, like a F/A-18 climbing on afterburner, QCOM has streaked into the stratosphere. But, upon further analysis, I tend to think that it is still very early in its ascent. In the past few days, I have read about a CDMA deal in China, a glowing report on the quality of Globalstar satellite phone handsets using CDMA technology, set top boxes using CDMA, delivery of movies to theaters using CDMA, and a trial run of 2000 wireless lap top computers using CDMA. Since I am writing this article from a coffee shop over looking the Golden Gate (family owned since 1937, great minestrone!) on a wireless modem equipped laptop (on which I have watched an awesome close!), I am well aware of the potential for the adoption of such devices. The potential for adoption of cell phone handsets with CDMA alone is staggering. On Tuesday night, while thinking over the importance of the Nasdaq's precipitous decline over a late night meal in a Chinese restaurant, I started reading The Gorilla Game, which argued that the dynamic effects of the adoption of a standard (eg, Windows) could drive a company's price (eg, MSFT, 1989 - 1998) far faster than any usual metrics of stock valuation. In short, that cluster of white buildings at the southern end of the Pacific seaboard could represent an opportunity similar to another nondescript cluster of buildings at the northern end of the West Coast up in Redmond, Washington.