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

To: Jim Mullens who wrote (53956)	5/3/2003 1:29:44 PM
From: slacker711	Read Replies (2) \| Respond to of 54805

I’m a senior citizen, and would prefer immediate gratification. I would have gladly have forsaken the “buying opportunities” of my modest recent purchases to see the current price in the $90 range equivalent to EBAY which has an FY03 EPS of $1.45. You neglect to mention that EBAY's '04 estimate is $2.04....while Qualcomm's is $1.47. I think EBAY is overvalued, but the near term growth rate differential needs to be taken into account. Qualcomm will get the respect that you are looking for when there are widespread W-CDMA roll-outs. The analysts are basically discounting any possibility of that happening next year....until they see it actually happening that will continue to be the case. They were burned in '99 (on almost all tech stocks) and it seems unlikely that they will go out on a limb until they are proven wrong. It's not some sort of giant conpsiracy....just human nature. Slacker