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

To: StockHawk who wrote (50440)	2/22/2002 12:36:06 PM
From: carranza2	Read Replies (1) \| Respond to of 54805

SH, you forget that QCOM is not all CDMAOne--it is also 100% of any flavor of 3G you care to mention, in either chips or royalties. How many companies have that kind of future awaiting them? The present market is giving any savvy investor opportunities which are hard to ignore. If Q gets into the twenties, I'll use margin for the first time in my life. C2@patienceisavirtue.com

To: StockHawk who wrote (50440)	2/22/2002 6:09:08 PM
From: Trio	Read Replies (1) \| Respond to of 54805

Unless I've missed something (quite possible as I watch much less TV than I have in the past) I do not see Television Ads touting the superiority of CDMA. What I do see is "Our plan is better than their plan" ads. Why is that Verizon and Sprint don't market the technology? People I talk to - generally everyday run of the mill types - don't have a clue about the differences and buy ATT because the plan either looks more attractive or they "know" the name. Seems to me that ads directed more at technology comparisons illustrating clarity, data speeds, etc., would help to encourage the "stampede." Regards, TRIO