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

To: DownSouth who wrote (27463)	7/7/2000 11:13:36 PM
From: mauser96	Read Replies (1) \| Respond to of 54805

Competitors have nothing to lose at this stage with their FUD campaign. Time will tell whether it is "a trick of the night , done with mirrors and light" or smoke representing a real fire. Since expectations are now a lot lower than last year, QCOM represents a better bet today for the long run. My guess is that WCDMA will be the biggest winner, but still leave plenty of room for QCOM. I would be more than happy if it could do as well as Intel in the 90's. Some of these news stories lately have "plant" written all over them. Reporters aren't great tech geniuses (if they were they would be in the market instead of writing about it) and they have to depend on sources. These sources can occasionally manipulate them .