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

To: DownSouth who wrote (20124)	3/14/2000 10:58:00 AM
From: Eric L	Read Replies (1) \| Respond to of 54805

DownSouth, << Bretsky, that was an excellent, well-balanced article from Jubak. Thanks for posting. It does sum up QCOM's current situation nicely ... I am holding my QCOM. It is a Gorilla. >> My feelings exactly (excellent, well-balanced article)and a pretty realistic analyses of the current state of QCOM affairs, IMO, although I am hoping he is exaggerating the potential drop in royalty rates, China aside. I will hold QCOM for the same reason although over the last few months I've trimmed my position (or its been trimmed) to 20% of my portfolio. This is not negative thinking in regard to QCOM, just one of my personal principles for portfolio balancing. Today QCOM, CSCO, & JDSU are each 20% of my 9 stock portfolio. Profits from QCOM have funded new positions in SEBL, and NTAP (and the CREE shiny pebble) just as in previous years profits from CSCO have funded positions in EMC, JDSU, and QCOM. - Eric -

To: DownSouth who wrote (20124)	3/14/2000 11:16:00 AM
From: FatSam	Read Replies (1) \| Respond to of 54805

Some time ago there were a couple of posts about a relatively small Canadian company called Wi-Lan (WIN.T). It was and still is far from being a gorilla; however, with the alliance announced earlier today (see link) it might bear some consideration. My initial question is how this technology might affect QCOM's HDR technology, if at all. I have a long position in Wi-Lan and a much larger long position in QCOM. Regards. biz.yahoo.com