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

To: gdichaz who wrote (29592)	8/8/2000 2:10:27 PM
From: Don Mosher	Read Replies (1) \| Respond to of 54805

Cha2, are you trying to promote a fight between me and Mike? When you juxtapose Mike's view of QCOM as only a CDMA gorilla, with your views that this is only temporary, with Datacomm's rosy estimates of CDMA's future, with a request for comments from me, I feel like you are a fight promoter. Not only that you must realize that Mike is careful and cautious in rending his verdicts on who is and what makes a gorilla. He judges no stock until its time. His opinion carries and merits great weight. Also, I suspect that you have read me correctly as not only a QCOM bull, but also as an eternal optimist who believes in the law of increasing returns. I have owned QCOM since July of 1997; I held it through a year and a half of woeful second cycle FUD; I certainly held it last year in the midst of QCOM fever; I continue to hold every share in my hot little fists during this third cycle of FUD; I plan to hold it into the future with greater confidence than in 97, 98, 99, and 00. From my star-filled eyes, the future has never looked so dazzling, the prospects, so bright. I can barely wait, tossing in my bed at night, twisting in my chair at this computer, excited, excited, excited. Now who you gonna trust? A wild man given to dangerous and speculative frenzies who invests in QCOM before the Tornado even starts or a seer like Merlin who waits to enter until the evidence of the tornado appears. I concede; no contest; I'm overmatched; I might even bite his ear. I hope this helps you sort out who to trust for investing advice. Don