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

To: gdichaz who wrote (15961)	1/22/2000 3:54:00 PM
From: Eric L	Respond to of 54805

Cha2, << My personal preference is that Qualcomm stay independent as long as Dr J will stay in charge >> Me too. More diversity in my portfolio. Dr. J is 65 is he not? Chambers is 40 what? << a Q / Cisco mix would be apples and oranges >> I feel differently. Particularly with Qualcomm's new business model. << Actually I would not be a all surprised to see JDSU do as well as the Q in terms of growth and performance over the next 5 years or so. Just plan to watch more carefully >> Same thoughts. Throw in a little storage for balance - Eric -