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

To: Eric L who wrote (30509)	8/25/2000 6:32:33 PM
From: mauser96	Read Replies (1) \| Respond to of 54805

A gorilla does not stop being a gorilla just because the tornado subsides but it can stop being a gorilla for other reasons. Example-Xerox. So it's still necessary to constantly question whether a company is retaining it's silverback simian status. I agree that it's likely there is no gorilla in wireless, and I'm sure that QCOM is the gorilla of CDMA. There is a proviso here - that CDMA is big enough to represent a true mass market now or in the reasonably near future. Even though the present 11.6% of cellular users is not exactly an overwhelming figure,I think that this is probably the case, and therefore I own QCOM stock. However, I have more doubts about QCOM than some of my other holdings, so I don't own a lot. I can always buy more as the story unfolds.