Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Daiju Kohno who wrote (16590)	1/26/2000 8:08:00 PM
From: RocketMan	Respond to of 54805

You might ask him why he thinks QCOM would drop 16% the day after they announce 82% YOY growth an ASIC sales and 140% YOY growth on license fees, and why the press coverage headlines highlited, instead, an expected seasonal slowdown for the next quarter instead of blowout numbers directly related to their business model. And ask him if he thinks the market is healthy with this kind of reaction. On GMST, ask him if he thinks there is a better company positioned to take advantage of the convergence between television and the internet. Good luck.