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

To: Mike Buckley who wrote (28438)	7/20/2000 3:07:04 PM
From: Tom Chwojko-Frank	Read Replies (1) \| Respond to of 54805

I have some cash and I'm trying to decide which Gorilla to add to. I'm leaning towards QCOM because I'm heavy in INTC, MSFT is in uncertainty, but SNDK is another option. I'm least heavily weighted in QCOM, and most bullish on the wireless data market. I guess I'm answering my own question. Anyone want to talk me out of it? Any suggestions? Regarding Q's value chain. Q is equated to wireless data. The early adopters are playing with toys that get wireless data. They are awkward stop-gaps that fill the void while the infrastructure (and value chain) gets in place. There is a lot of commerce drooling over access (or being available) to anyone's spending anytime anywhere. The wireless data tornado hasn't started yet. That's when Q will shine, IMO. Tom CF

To: Mike Buckley who wrote (28438)	7/20/2000 5:26:59 PM
From: 100cfm	Read Replies (1) \| Respond to of 54805

More Wall Paper! Mike can you make your next great post in a little different writing pattern so I have a little variety on my wall. I feel better after your two posts, I feel better after Q finished green today, after that tragic CC. We need More Power We need to dicipline the value chain, IJ needs to tell NOK and MOT you'll pay 10% and LIKE IT! We need China We need to break the 20mm Asic level for a Qtr. We need to break the 82 resistance level We need DDI's EZ-WEB to start kicking some I-MODE butt We need Korea to go CDMA2000 We need new phones from Kyocera and ERICY We need DOCOMO to launch their WCDMA and start paying us We need to keep feeling better, What else ya got. 100