Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Peter Sherman who wrote (978)	6/23/2004 10:35:14 AM
From: tinkershaw	Respond to of 2955

The news could not be better out of the U.S. for QCOM, Sprint, Verizon, accelerating their EV-DO deployments, Cingular moving quickly on W-CDMA (UMTS), simply outstanding! China is the big question mark I think that might hold Qualcomm back until the China question is resolved and that may take some more time. But fundamentally, outside of EBay (see discussion on NPI Fool Board where Tom Headrick was ahead of most the rest of us calling EBAY a Gorilla and not a Godzilla and he was absolutely and utterly correct, 4 bags ago) I don't see a more fundamentally sound technology company in the world at present than QCOM. Hitting on all 16 cylinders (QCOM can't be a mere 8 cylinder, can it?). Okay, the China cyclinder still has some uncertainty around it. Tinker