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

To: saukriver who wrote (34216)	11/2/2000 1:14:10 PM
From: carolm	Read Replies (1) \| Respond to of 54805

A number of companies charts since last December don't look so healthy including QCOM's. It is perhaps early to call them a chimp, but I imagine they are earning royalties for the current NOK phone, and I seem to recall that it was a very big order. I know it is old technology, but it is the technology of the new networks in China, and if NOK can hold China hostage with the WTO membership, they may be able to sell some phones there without paying royalties to Q. I know China's idea is to buy phones from Chinese manufacturers, and many deals have been cut, but they are opening the doors fro competition and if the royalties are lower, they may be able to cut into some of the hoped for Q profits. I am a holder of Q who has been hurt by all the FUD, and am just wanting to open the discussion to those more knowledgeable than I am. Carol