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

To: Uncle Frank who wrote (16469)	1/25/2000 7:22:00 PM
From: Len	Respond to of 54805

Other than mtnlady expressing concern about Qualcomm's tornado there hasn't been much comment yet on the quarterly report and conference call. Personally, it looked like a blow out to me. 296% earnings growth and continued revenue increases despite the sell off of the infrastructure business. Most significantly, there was significant revenue and earnings growth in the key business segments. Management advised of a seasonal decline in chips in Q2 but still expects to meet or exceed earnings expectations. QCOM certainly retains its gorilla status, they are in a hell of a tornado and while it may take some time to get to its pre-split stock value it remains a great investment. My interpretation and opinion only. Len