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

To: Jacob Snyder who wrote (50006)	1/23/2002 2:22:57 PM
From: Uncle Frank	Read Replies (2) \| Respond to of 54805

>> I'm betting on QCOM and NTAP and EMC... Jacob, based on the disruptive nature of nas to san, I'm surprised that you still feel emc is a good bet. Hasn't the widening disparity in emc's margins when compared to ntap's confirmed that the dynamics of The Innovator's Dilemma are in play in the storage sector? >> thanks for welcoming me back on this thread. My pleasure. I'm delighted you've decided to rejoin the forum. uf

To: Jacob Snyder who wrote (50006)	1/23/2002 4:48:50 PM
From: techreports	Respond to of 54805

>>So, I'm betting on QCOM and NTAP and EMC and TXN and AMAT, and not on INTC or MSFT. And not yet on CSCO.<< Jacbo, these companies are all well known and worth multi-billions. What exactly do you know about these company's future that isn't already known by the market? Looking at the valuations these companies have, i'd say they are still reasonable priced if not overvalued. I like qualcomm, although i'm concerned about how WLAN might effect 3g, but i'll take the wait and see approach. The authors of the GG say to wait till there is a proven threat. Cisco had a few major threats, but they turned out to be nothing. Aol was going to collapse due to the freeISPs, but that didn't happen. QCOM is expected to earn $1.06 in 2002. Gives them a PE of 41. Not cheap consider the S&P is at 25 and the historical norm for the S&P is 15. There are many things to like about Qualcomm. The question i'd liked answered is whether or not CDMA2000 can actually gain marketshare and get say 30 or 50% of the market instead of the 14% or so it has now. I'm watching what happens in Brazil. There are currently 16 TDMA carriers looking to upgrade to either GSM/WCDMA or CDMA2000. Which technology they chose could be a leading indicator..plus Brazil has like 170 million people. I don't like the flagrant headlines the Motley Fool seems to be resorting to more and more these days such as this one about "Public Markets Under Assault," but I do like the substance of the article: I say bring it on. Lets get massive public assault on the market. Lets get people to hate corporate America. That way, we can come in and buy wonderful businesses at ridiculous prices. Right now, i think the markets are still overvalued and it's tough to find value.