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

To: 100cfm who wrote (28221)	7/18/2000 12:04:06 AM
From: Eric L	Respond to of 54805

100, << today's patent victory is a giant step in the right direction >> A GIANT step. Perfect timing. Market up. Earnings due. CC scheduled. Management properly humble (sometimes important). Things are falling into place. This is a complex industry. Cena, Luke, and Roberts have a pretty clear picture of things. So does Snyder, TBH, even if he is unpopular with us Qheads. They all subscribe Strategis, Yankee group, EMC, and are privy to things we only guess at. Everybody worries about this WCDMA, cdma2000, thing. Not worth it. QCOM gets paid. - Eric -