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

To: Knighty Tin who wrote (174)	10/30/2003 10:53:46 AM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 2955

>When rates are low, that's when you should buy money > markets and pay off debt. Can you explain this one more time? I assume the opposite: you should get as much debt as possible (comfortable) when the rates are low, since when the rates go up the low-rate debt you took becomes an asset. Looking at it other way: if you get $10M debt now at, let's say, 5% yearly and stash the $10M in interest paying account, when the rates go up to, let's say, 10% you are earning more uin your account than what you need to pay in interest. I think you are right if you think about variable rate debt, but I think totally opposite applies if one thinks about fixed-rate debt. Jurgis - what am I missing?

To: Knighty Tin who wrote (174)	10/30/2003 11:59:20 AM
From: Jim Mullens	Read Replies (2) \| Respond to of 2955

KT, Re: “I like Qualcom, but it price discounts perfection.” How so? QCOM is currently at $48/sh (after it’s / the market’s recent run-up), with a 30 PE on moderate earnings growth to $1.60 for FY2004 (current fy). QCOM’s addressable handset market will increase 600% or more within 5 years as virtually all wireless phones being sold will be 3G CDMA. QCOM’s revenue stream will expand beyond just handset sales with BREW, Qchat, Qconnect, gpsOne, and CDMA modules to support M2M applications (asset tracking, remote metering, security {child/elder protection- safety}, wireless vending, vehicle location and exception reporting, wireless point of sale terminals, and ticketing kiosks, to name a few. The CEO of DoCoMo recently stated- NTT DoCoMo’s aim is to achieve 570 million connections by 2010. While this figure includes 120 humans plus 50 million mobile PCs, it also includes 20 million dogs and cats -- ahead of 10 million refrigerators, motorcycles, yachts and drinks vending machines. Just out of curiosity, 1. how would you value a company with such growth potential? 2. do you know of any other company(s) with such potential?