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

To: shamsaee who wrote (25575)	5/30/2000 1:34:00 PM
From: StockHawk	Respond to of 54805

>> It still does not change the fact that the chinese are lying,deceiving SOB's<< Actually the Chinese are some of the best negotiators in the world. They dangle that amazing carrot (1 billion consumers), let the other side announce done deals and dream revenues, they they pull the rug out and renegotiate with the upper hand.

To: shamsaee who wrote (25575)	5/30/2000 1:43:00 PM
From: interesting man	Respond to of 54805

I would personally like to thank everyone on this thread for all the great information. I became a first time QCOM holder today at $63 1/2 and probably would have been scared off if not all the great posts on QCOM and its potential. For the record my nomination for the gorilla watch is KOPN, which may have all ready been mentioned, but after listening to the last shareholders meeting I am convinced this one has Gorilla potential with all its patents pending.Here are some notes that were takin from the shareholders meeting! 1.Fan talked about ability to make products scalable...to marry technology with manufacturing. Essential for rapid expansion capacity. This is being executed daily as we speak. 2.Gallium business is great...technology is disruptive for Cyberdisplay as well. Stressed importance of reliability and uniformity for manufacturing. Emphasis from the technology to the manufacturing end. 3.Next generation 3-D phones still upcoming...about 1yr for Japan. KOPN wants to be the display. Fan said if Japan wants a small screen we will be there ready to roll. 4.6" wafer technology very complex...good luck to competitors who try and replicate. Perhaps RFMD is having trouble with theirs. They use atomic, versus Kopin using chemical. KOPN supplies GA to CNXT, Mitsubishi, ANAD, Alpha, and Triquint. 5.OC-192...Nortel doing very well. In summary new customers and new applications for GA upcoming. Also working with InGap and digital transmissive circuits. 6.Fan spoke of Cyberdisplay as potentially part of our technology history. Began with CRT (television to AMLCD, laptop screen, 1990) to the mobile cyberdisplay, 1999. This Technology is DISPRUPTIVE....it represents a fundamental change in screens. It may have HISTORIC significance worldwide. 7.Wireless broadband is coming, but not yet. In the meantime the immediate focus thru 2000 is the camcorder for cyberdisplay. They already have JVC as a repeat customer and Matsushita (Panasonic). Others out there.....SONY, Canon, and Samsung. My opinion....I think they have SONY but cannot announce. Just a strong hunch. 8. Absolutely HUGE HUGE that Japanese company would look to an American company. Fan said, "they must do it". KOPN disruptive technology is so superior that they simply had to go with us. Also, Fan and Co have familiarity with Asain business customs and also the MIT allure. VERY IMPRESSIVE MILESTONE. 9.Japan is EXCRUCIATINGLY PICKY about their product. To continue to pass quality control for them is excellent. Establishing major socket wins will ensure long standing relationships here. 10. Machinery from Germany working beautifully to automate cyberdisplay. Doubling every 6 months with full capacity at Westwood to top at 1 million/month. Also work with plant in Taiwan,Unipac. Machinery ensures optical allignment and environmental seal in place. Very few "mistakes" -------------------------------------------------------------------------------- --------------------------------------------------------------------------------

To: shamsaee who wrote (25575)	5/30/2000 4:16:00 PM
From: Seeker of Truth	Read Replies (1) \| Respond to of 54805

Chinese are not on the average any more lying or deceiving than other human beings. I lived in China for years and know them somewhat. Bargaining is a deep rooted part of the culture. Is "I can't offer you any more than 60?" a lie? Not really, because it is not interpreted literally by the seller. The seller understands that the speaker for the moment is offering 60 and what happens later, we'll see. Similar evaluations apply to "I'm not really interested in buying this" and "You know, I can get this cheaper anywhere else, you're simply unaware of the market price." I became a skilled bargainer when I lived there; often Chinese friends entrusted some bargaining to me. But I am not a liar. Bargaining is an art form there. (A big time waster in a modern economy, of course.) Anyway QCOM and we shareholders can't count on the Chinese market for now. For one thing, its almost entirely voice there, just now.