Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: gdichaz who wrote (27387)	7/7/2000 10:00:09 AM
From: Mike Buckley	Read Replies (2) \| Respond to of 54805

Cha2, But that is a part of the picture only. Agreed. I might be the least disappointed of everyone around here regarding Qualcomm's fundamentals and the press it is getting. I think that's mostly because I had lower expectations, not because I don't appreciate the negative stuff going on whether factual or perceptual. I never expected the details in the big picture to move at an even, upward pace with no huge bumps in the road. Due to the complexity of the economic, political and cultural issues, I never expected those details to be easy to understand or appreciate. But over the long term I have expected and continue to expect the really big picture about Qualcomm's domination in the CDMA space and gradual growth in CDMA to become a better and better picture. Since I invested in the stock, that has happened and in my mind continues to happen despite the less-than-ideal details that appear along the way. --Mike Buckley