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


To: Uncle Frank who wrote (30825)8/31/2000 8:52:03 PM
From: Eric L  Respond to of 54805
 
UF,

<< Qualcomm back in a 2G Tornado? >>

Never left. About to though. YOY +100% each quarter since Q4 1997.

Merlin says (he is my referee) 100% annually minimum.

We eked out 100% last 12 months.

End of year will be +80% annual YOPY, maybe 90 but that is not my projection. Declining after that (wireless overall declining).

Resumption of CDMA tornado not in sight.

Main Street ain't bad (better than early tornado).

- Eric -