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

To: Eric L who wrote (30463)8/25/2000 1:21:55 AM
From: kumar  Respond to of 54805
 
I quite enjoy the sound of click, ClicK, CLICK...

one major corection to my earlier post. it should have been :
"...QCOM is THE Gorilla in CDMA...", (ie not A Gorilla).

(As DS explained, theres only room for 1, and I buy that line of thought).

cheers, kumar



To: Eric L who wrote (30463)8/25/2000 10:08:57 AM
From: areokat  Respond to of 54805
 
<< for the purpose of this discussion ... I'd like to think "5-10 years out" >>

Then QCOM is right up your alley, because it appears that the next cdma tornado might just be 5+ years out. <g>

Because in the next 5 years there are other potential tornados so let everybody else narrowly focus on the CDMA negatives while we listen to...

the meter goes click, Click, CLick, CLIck, CLICk, CLICK.

Kat


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