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

To: Eric L who wrote (37118)	12/28/2000 10:29:40 PM
From: 100cfm	Read Replies (2) \| Respond to of 54805

Eric, Had I read your comments from the likes of Snyder or Cabi I would dismiss them out of hand but coming from you I have to say now that you've told me all the reasons I don't want to own Q can you tell me why Q is a major core holding of your portfolio. I hope it's not cause CDMA will be the dominant wireless interface in 2007! . 100@wherewereyouindec99 PS Would you not consider the commercial availability of WCDMA as when the start of the data tornado should begin?

To: Eric L who wrote (37118)	12/29/2000 4:36:19 PM
From: tekboy	Respond to of 54805

Thanks, Eric, that was exactly what I looking for. BTW, newbies take note: like many of the offerings from BB and Merlin, Eric's post lays out clearly the thought-processes and DD intelligent, mature investor goes through when deciding on a change in holdings. I'm not endorsing the move, but I do think it's worth calling attention to the quality of information and reasoning behind it. tekboy/Ares@immatureinvestorsRus.pov

To: Eric L who wrote (37118)	1/2/2001 3:52:46 PM
From: Greg S.	Read Replies (3) \| Respond to of 54805

I realize this may run counter to G&K strategy, but I'm popping my head in on this thread to ask: does it make sense to hedge your QCOM with some MCOM? Look, we don't need to argue the merits of one wireless infrastructure versus another. And it's still way too early to predict what wireless carrier is going to come out on top. But .. sometimes the "little guys" pull major upsets and you can make serious gains if you're invested in them BEFORE they become the next big thing. Downside risk of MCOM is pretty low, as the stock has already been crushed by short-selling and sell-side sentiment. But they have a very fast wireless infrastructure already proven and deployed in many major cities across the U.S. .. and their service area will cover 60 million potential users by the end of the year. That's 2001, people. The wireless revolution is already happening. You can surf on your laptop on the train or in a taxi or on the bus or in the park .. faster than you surf at home. Metricom has a product out there that beats everything else on the market. The trick here is making sure it gets adopted. But they have time to push it because the marketing has begun and it's already up and running! First-to-market with a killer technology that people actually adopt .. that's a winner every time. I feel like Metricom is much closer to achieving that reality than Qualcomm is. Maybe things will be different in 2003 .. So please, I'm not trying to shake things up around here and start a wireless flame war. I'm just talking about hedging. We're all interested in the best risk/reward ratio, right? I think everyone who owns some QCOM should own some MCOM as well. And vice versa. ;) -G