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

To: Jean M. Gauthier who wrote (27417)	7/7/2000 2:58:38 PM
From: Tom Chwojko-Frank	Read Replies (1) \| Respond to of 54805

It seems to me that the only way QCOM won't be a gorilla is if an alternative to QCOM's IP is found and used (or the IP rights are ignored, in which case no one is safe). So one can either take a bet now, or wait until things are sorted out. Personally, I took a small bet now, and also have Nokia. Cell vendors aren't playing ball with QCOM now because they have no reason to tip their hands. Until 3G really starts being implemented, anyway. As far as wild swings, I've owned and added to my SFE holdings since it was in the 20s, watched it plummet to the teens, went up to the 90s and is now back to 30. I was lucky having sold a bit in the 80s (I needed cash) but I don't regret holding the rest throughout one bit. (All that split adjusted.) As far as the QCOM volatility in the recent past, I consider that noise. I'm looking at holding my investments for years, not monhts. If something significant changes, then I'll reconsider positions. TCF P.S. Take everything I say with a pound of salt. I'm a fairly green investor who is a mathematician, who wishes he was a physicist, who used to pretend to be a software engineer, who now pretends to be a manager. And I just started reading the book.

To: Jean M. Gauthier who wrote (27417)	7/7/2000 3:54:24 PM
From: gdichaz	Respond to of 54805

Jean: In brief, no. I try not to suggest that someone is perhaps misreading the tea leaves, but it is possible, at least possible, you might be. No one has the slightest idea how all this might come out. But as the song goes, "know when to hold em, and when to fold em" We all decide for ourselves. I am holding. Best. Cha2 ...

To: Jean M. Gauthier who wrote (27417)	7/7/2000 4:26:53 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Jean, It's great to see your screen name again after such a long time! In my mind, none of the reasons you mentioned have any bearing on whether or not Qualcomm is the Gorilla of CDMA. To repeat an earlier post, if you think CDMA is not going to enjoy a sufficient portion of the wireless market share you might be able to find better investments. Personally, the whole game for me has ALWAYS been about data and right now almost all the stuff we're seeing is about voice. As for the issue that the stock has dropped precipitously as if it's unique, that's simply not a particularly unique characteristic especially in light of the fact that it happened at the tail end of the period when the Naz went up 85% in one year and about 125% in about 15 months, an unprecedented rise that took most stocks including Qualcomm's to heights beyond rational levels. --Mike Buckley