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

To: tekboy who wrote (17923)	2/14/2000 4:25:00 AM
From: shamsaee	Respond to of 54805

Great post and exactly why I need to add some more qcom to my portfolio.I remember a certain very respected poster on the this thread wrote in a PM to me back in October,that he believed Qcom is best and most significant investment opportunity to come our way for the next 10 years.At the time,I was reluctant to go that far with it, but now having read about 2000 posts and articles on the company and actually understanding the tech stuff, I am convinced of that statement.( If I only had the heart and guts of Lindy Bill and listened to above statement and gone 100% qcom in October,I would have been looking at retirement next year instead of 2005). I can't find another company in any sector that has Qcom's and SEBL's position going forward(if you Know of one,I would be ever thankful). Last but not least, if you look at the Robbie Stephens Telecom Component Report on 2/7/2000,most of the featured companies have had revised lowered estimates due to seasonal slowdown in Jan/Feb/Mar and revised higher estimates for the year. Where does Qcom go from here is quite simple,they will have some scary numbers in Q3 and Q4.Stock price in December baring War/Tornados/Earthquackes and a Bear market in the 300's.