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

To: Sommers who wrote (19292)	3/2/2000 11:20:00 PM
From: straight life	Respond to of 54805

RE: What to Buy list QCOM 109B 69B TDMA and CDMA protocol and wireless" TDMA? Of course I had to stop right there; if he thinks Q is TDMA, why should I take his word about 'facts' on companies I don't know anything about?

To: Sommers who wrote (19292)	3/3/2000 12:45:00 AM
From: freeus	Respond to of 54805

Thanks, I had forgotten it. Freeus

To: Sommers who wrote (19292)	3/3/2000 6:10:00 AM
From: Sommers	Read Replies (2) \| Respond to of 54805

RE: What to Buy Ok, here's another interesting article that starts out reviewing one of our favs, JDSU. To be sure, they have had one helluva run. With "no end in sight" to the growth in fiber optics, it remains a core holding. However, there is one other company mentioned in the article that I keep coming across where ever I go. (I even overheard two businessmen talking about it at the table next to mine during dinner last night.) This company is none other than NTAP. "As long as the Internet grows, the demand for network storage should increase." This comment, IMO, is an understatement. moneycentral.msn.com I have enough of that TDMA company;) I failed to muster the irrational exuberance required to buy PALM yesterday. It's Friday, a fine day to double my NTAP position at the open. Best to all, Ruth