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

To: Uncle Frank who wrote (44540)7/16/2001 3:53:08 PM
From: Wyätt Gwyön  Read Replies (1) | Respond to of 54805
 
Hi Uncle,

i wouldn't buy QCOM till the 20s. i don't have a lot of confidence in big 3G revenues soon, i have less confidence in profits from china, and i'd like to see them restate their earnings.

Message 16070023



To: Uncle Frank who wrote (44540)7/16/2001 3:56:15 PM
From: Wyätt Gwyön  Read Replies (1) | Respond to of 54805
 
If you had bought it at 50 and wrote covered calls, your cost basis would be below that now

i almost forgot--what was this about how G&Kers only discuss long-term results? ggg


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