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

To: DownSouth who wrote (16985)	2/2/2000 9:54:00 AM
From: straight life	Respond to of 54805

QUALCOMM Forms eQ-COM - European Transportation Companies to Enjoy Single-Source Provider with Pan-European Communications - AMSTERDAM, Feb. 2 /PRNewswire/ -- QUALCOMM Wireless Business Solutions, a division of U.S.-based QUALCOMM Incorporated (Nasdaq: QCOM), today announced plans to provide wireless communications-based fleet management solutions to the European freight transport industry and other transportation-based industries through the newly created eQ-COM, a subsidiary of QUALCOMM. Debuting its products and services at the European Road Transport Show in Amsterdam, eQ-COM will launch commercial operations in four countries -- United Kingdom, Netherlands, Germany and Italy -- in Spring 2000. QUALCOMM is the world leader in wireless data communications products and services in the transportation industry with over 320,000 vehicles equipped throughout the world. In November 1999, QUALCOMM acquired certain assets of Simac Mobile Solutions bv, located in both the United Kingdom and Netherlands. The acquisition included Simac's workforce, certain intellectual properties, and fleet management hardware and software products designed for vehicle applications and mobile workers where real-time communication between the field and home base is required. By leveraging the recently acquired technology with QUALCOMM's proven success as a wireless data provider, eQ-COM will be the leading single source provider of fleet-management solutions with Pan-European communications coverage. eQ-COM will be solely focused on serving the European road freight transport industry and selected additional transportation-based industries. eQ-COM's fleet management solutions will help European transportation companies increase productivity and improve the efficiency of their entire organization. "QUALCOMM's leading expertise in fleet management solutions for the freight transportation industry enables eQ-COM the ability to provide the fleet management customer with the right solution at the right price," stated George Mansho, vice president and general manager of international operations for QUALCOMM Wireless Business Solutions. QUALCOMM Incorporated (www.qualcomm.com) is a leader in developing and delivering innovative digital wireless communications products and services based on the Company's CDMA digital technology. The Company's business areas include integrated CDMA chipsets and system software; technology licensing; Eudora(R) e-mail software for Windows(R) and Macintosh(R) computing platforms; and satellite-based systems including OmniTRACS(R) and portions of the Globalstar(TM) system. Headquartered in San Diego, Calif., QUALCOMM is included in the S&P 500 Index and is a 1999 FORTUNE 500(R) company traded on the Nasdaq under the ticker symbol QCOM.

To: DownSouth who wrote (16985)	2/2/2000 10:27:00 AM
From: Bruce Brown	Read Replies (1) \| Respond to of 54805

Did you see the link to the US News & World Report about Paul Johnson sending a letter to Warren Buffett and making a case between Cisco and Coke in hopes of encouraging Buffett to dip his toes into technology investing? usnews.com Since PJ sent Buffett the letter, Cisco is up about 700% and Coke is flat. The idea about IP networks being ready to tornado is very compelling. What stocks, besides CSCO, are you looking at here? BRCM, PMCS, CNXT? The beauty is, our beast Cisco is right in there hook line and sinker. If you go to the company coverage page that Johnson and his partner Paul Silverstein have set up, you can see a list of stocks they are covering. It's their own 'project hunt' and if you click on the banner of a particular company, you will be directed to their 'presentation' of each company. nextgenerationnetworks.com Of course, the tornado is not limited to only these companies, but you know how it works and why BBRobbieStevens are covering certain companies. However - it's a good start when one adds the competing companies to the appropriate categories. I'm also happy to note that several of the companies involved in Project Hunt sit firmly in the IP/Broadband tornado and others have been presented or mentioned on this board in the past months. I've had my sleeves rolled up looking at Juniper, Red Back (which my son owns), Brocade (which I own), Cienna, Cabeltron, Echelon, Emulex, PairGain, Covad (which I own), Copper Mountain (which I own), Netro and many others to put in my 'basket' approach to playing this tornado. If you look at the 52 week charts of these when clicking on the banner, you will see the majority have moved pretty much in tandem while a few have been dismal. I will be presenting Conexant (probably next week), but I don't own shares in the company. I do in Broadcom as it fits in my 'basket'. Keep in mind that the next generation networks spans several categories and one has to decide, in terms of playing a tornado basket, if you want to participate in each category or just one. The DSL space intrigues me the most, but I have not limited myself to that alone. Whether the categories turn out to be games that produce Kings or Gorillas outside of what already exist - we'll see. However, it is a real time game and the tornado is going to be quite potent going forward. BB