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


To: Nichols who wrote (27424)7/7/2000 5:09:08 PM
From: DownSouth  Read Replies (2) | Respond to of 54805
 
Nichols, you don't even have to read between the lines, imo. The noise about SK today says that SK is going WCDMA. The noise from China is about WCDMA. The noise from Europe is about WCDMA. The only question is: " Does QCOM get royalties from WCDMA." Once you get the answer to that question, then you will know if QCOM is a Gorilla.