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

To: Mike Buckley who wrote (47078)	9/25/2001 3:19:29 AM
From: techreports	Respond to of 54805

I still believe it is way behind on establishing a "CDMA Inside" mantra and the company hasn't been as effective with its investments in other companies as much as I would prefer. See, I differ on this topic. I'm sure Qualcomm management has discussed the "Qualcomm Inside" marketing idea, but it's a matter of why spend the millions on advertising for something that may not produce any big results. I rather Qualcomm use that money for R&D and possibility funding some major carriers to switch to CDMA2000. Maybe in Latin America? Once the big carriers go one way, the smaller ones will follow IMO. i2 Technologies (ITWO) 3.77 -0.63: Finally reaching the point where investors are selling tech stocks simply because they are tech. This is a bullish sign from a long-term investing perspective, as it suggests that supply is finally being cleaned up. In approaching the search for oversold, 12-24 month growth opportunities we focus on companies that not me. It seems very apparent that buying technology when every thing is great (NAS 5,000) is not the time to buy. So in my opinion, the time to buy is when everyone else is selling because emotions are taking over (tax loss, just can't stand it, feels tech is dead forever, stocks begin to discount no future, people who can't stand to see red, ect..) These people are not selling because Microsoft is now not the gorilla of the desktop OS. These people are not selling because Intel is no longer the most powerful company in the PC processor market. These people are not selling because Oracle is losing its grip on the database market. They are selling for reasons that have nothing to do with the businesses i mentioned. If you don't buy tech, then what do you buy? Food? Hmm..no growth and investing in food stocks now is probably too late to the party. Ya, lets buy some overpriced no growth stocks. That's a way to make money. yeah, it's only their shareholders you have to worry about... Why would I have to worry about the shareholders? If you are saying that it's the shareholders that buy & sell GMST stock (which makes it more volatile) then I don't have a problem with them. Eventually, once I become an experienced investor, it'll be these unrational, highly emotional investors that will provide me great buying opportunities over the next 40 years to build my nest egg. I seriously was going crazy when companies like JDSU and BRCM had such high valuations. I looked around, and all the great companies i watched were being priced like they've already dominated the world. From 1987 to 1992, Intel stayed in a trading range. You could say it was flat, yet revenues went from $1.9 billion in 1987 to $5.8 billion by 1992. Oracle in 1992 (was not a hidden unfound gem by any means) was doing 2 billion in revenues yet had a P/S multiple of around 3. In 2000, companies like JDSU were worth 120 billion. Siebel was worth north of 45 billion. Then again the economy was growing at 6% and inflation was low. However, interest rates were being jacked up & oil prices tripled (as well as electric costs). Then again, some feel interests are not as important, because companies can raise cash from the markets so it doesn't matter what interest rates are..now the markets suck, so i guess interest rates are now important again? Then again, it really doesn't matter. Buffett and Lynch say to buy great companies at good prices and time will take care of the rest. Eventually, America and our way of life will spread to other countries till it dominates the world or the United States falls like Rome. Kids in India and China will want to wear American clothes. Kids in Iran will eventually want the coolest cell phones. Girls in Russia will cry for the hottest boy-band at the current time. All the potential. Over 2 billion people in China and India alone. Castro will die and all those Cubans will eventually be buying Coke-Colas by the boat load. They'll be eating McDonalds' hamburgers at lunch and drinking Starbuck's coffee at night (or morning). After World War2, corporate and business leaders used the media to persuade Americans to increase consumer spending from 30% to 50%. How do you fight terrorism? Well, no one bites the hand that feeds them. If those damn governments in those Arab countries just allowed their people to have the most basic rights, we wouldn't be having these problems. These people could see with their own eyes that America is a place where everyone gets the closest thing to an equal opportunity. Where your opinion is allowed whether people agree or not. Trust me, if we provide jobs and food for Arab people, they are not going to be waging a war against any Americans in any country. But that's my opinion..