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

To: Uncle Frank who wrote (25360)	5/25/2000 2:25:00 PM
From: JH	Respond to of 54805

<John, this is where investing gets interesting - Dr. J is quite adamant that qcom's ipr covers all forms of cdma, including wcdma. Nokia and IDC claim that they have found a way around the patents. One of these parties will be proven wrong. > I'm not an expert in this field either! Luckily, I had sold 1/3 of my position at $108, and the remaining 2/3 at $90-1/8. In hindsight, it was done in response to the bearish market sentiment, and the break in TA support. I still have a very small position in IDCC which I had built in the high 'teens. Incredibly, IDCC has been marginally outperforming QCOM for the month of May...