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

To: Eric L who wrote (37105)	12/28/2000 12:29:50 AM
From: tekboy	Read Replies (2) \| Respond to of 54805

I hope Michael isn't a proxy for QCOM, since he just died: koko.org What you have been skeptical about is the not just the relative merits and trajectories of QCOM's preferred CDMA variants vs. the alternatives, but also Dr. J's credibility regarding same. You just posted that this may lead you to restructure your portfolio, presumably to Q's detriment. That last bit got my attention (which often wanders during the alphabet soup stuff). Care to elaborate on the bottom line of your disenchantment? tekboy/Ares@asCherylCrowsays,lietome.pov