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

To: Mike Buckley who wrote (16212)	1/24/2000 6:52:00 PM
From: mtnlady	Respond to of 54805

Well some of us are just 'late' to the wireless party. Key segment I didn't want left out of my portfolio though and my analysis shows that at this point in time there is only one company to go with. To tell you the truth Mike I don't expect as rich a payback as my JDSU holdings. But QCOM will be a key holding for sure especially heading into the next tornado ahead of us (convergence and 3rd gen wireless for lack of a better word). Who knows.. maybe I'm just a little 'early' for the next party :-) (that is my investment style anyway..) Next up on my shopping list. CREE! That will, most likely have to wait until Feb/March though. I invested a little early into QCOM because I feel their earnings lessen the risk of buying in at this still relatively 'high' point.