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

To: Uncle Frank who wrote (54401)10/6/2003 1:39:41 PM
From: Apollo  Read Replies (1) | Respond to of 54805
 
Thanks, Unc.

The vision is slowly happening, but in truth, Rambus missed the first tide to sail out with, and is now hoping to sail out on a subsequent tide. Lots of opportunity lost here.

But, PC and chip sales are growing again, and there are a lot of really old, Y2K PCs that will need replacing in the next couple of years. The timing may really come together here.

Apollo



To: Uncle Frank who wrote (54401)10/6/2003 1:41:18 PM
From: Apollo  Read Replies (1) | Respond to of 54805
 
By the way, speaking of vision, Unc.........

What's your vision for Qualcomm over the next 2-7 years. Specifically, how do you add everything up? What is your singular opinion, as a Qualcomm investor?

Apollo


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