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

To: Eric L who wrote (16478)	1/25/2000 9:12:00 PM
From: uel_Dave	Respond to of 54805

Eric as per my PM : QCOM = CSCO + MSFT + INTC After listening to the CC again QCOM is an indeed a Gorilla and QCOM now acts like CSCO , MSFT, INTC; QCOM beats estimate by one penny, although proforma +3 cents ( CSCO ) QCOM warns of only two months handset business ( transfer to Kyocera )in Q2 and the Chip seasonality issue for Q2 #s, but will meet or beat earnings estimates, great integrity( MSFT ) And now QCOM is morphing into an Intel for chips and royalties and in fact had some of the analysts in the state of shock of how much royalties Qualcomm is collecting QCOM = CSCO + MSFT + INTC Now back to the CC again; great stuff on HDR and 1X