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

To: Uncle Frank who wrote (27508)	7/8/2000 1:47:44 PM
From: gdichaz	Respond to of 54805

Uncle Frank: Thanks. Agree that this makes for a great weekend. Enjoy yours. Best. Cha2

To: Uncle Frank who wrote (27508)	7/9/2000 4:54:32 PM
From: Larry Grzemkowski	Read Replies (2) \| Respond to of 54805

Hi Uncle Frank RE: QCOM Just catching up on the thread. Thanks for that great 14 minutes of pleasure. With all the FUD flying around that is just what we all needed! I made some changes in my holdings which allowed me to concentrate on G & K stocks. So I now hold: QCOM GMST SEBL NTAP JDSU CSCO I am also going to take the Rule Maker seminar over on the Fool. And in preperation I have done the rule maker metrics on my holdings. Here is what QCOM looks like over the last 11 quarters: QCOM SALES GROSS NET CASH/ FLOW GROWTH MAR. MAR. DEBT RATIO MONTHS >10% >50% >7% >1.5 <1.25 OR REPORT =ZERO 9/97 9 157.6 20.6 4.4 5.8 1.88 12/97 12 102.1 22.4 4.7 7.4 1.65 3/98 3 58.7 22.2 4.1 6.8 1.9 6/98 6 62 29.3 2.8 2 2.08 9/98 9 59.7 30.3 3.2 1.9 1.7 12/98 12 19.8 31.7 5.2 0.8 1.99 3/99 3 21.2 32.4 0.3 2.9 1.85 6/99 6 18.8 35.2 2.3 4.3 1.92 9/99 9 17.6 36.9 5.1 13.9 1.79 12/99 12 19 42.1 15.8 447.5 1.64 3/00 3 -1.4 45.9 20.4 3146 1.86 6/00 6 9/00 9 12/00 12 If anyone thinks it is worthwhile I could post the results for my other holdings. As of right now I have them all done except for CSCO. It is interesting how QCOM's margins have improved over the last two QTS after the sale of the handset MFG. Larry G