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

To: Mike Buckley who wrote (999)	7/1/2004 6:48:18 AM
From: John Carragher	Respond to of 2955

top tech growth, brcm, yahoo, ebay, qcom, rimm. on cramer last night, manager of tech fund for T. Rowe Price holds all these stocks. but when questioned if he would buy any of them or which one of the them he ignored the question. he did say he is selling and taking profits on each move up. he did think the least of the excessive prices was brcm but again when questions about buying one of the stocks no comment. I got the feeling they are all over valued in his mind. He did mentioned maybe 18 months of continued growth for qcom saying he expected slow down in phone sales within the next two years. He was very cautious on these stocks continued growth.

To: Mike Buckley who wrote (999)	7/1/2004 3:20:56 PM
From: Apollo	Read Replies (1) \| Respond to of 2955

Qcom growth..... could be slowed down by adverse geopolitical events, a recession, and/or governmental intervention in India, China and South Korea. Most certainly, geopolitical or macroeconomic events can throw a huge wrench into the works. One of the nice things about Qcom is that it is seeing growth in all regions. Even Europe is projected to be contributing thru W-CDMA uptake in coming years. As such, any localized geopolitical event should be attenuated by growth in other world regions. But overall, I agree, we don't want to be "star-struck" or evangelical about the future for Qcom. It just seems like so many great things are coming together for the company, and more recently, for shareholders. Today, we have a Merrill Lynch upgrade (http://www.siliconinvestor.com/readmsg.aspx?msgid=20271443) and news of 3G pursuit by Orange with high-speed video phones in Europe (http://www.3gnewsroom.com/3g_news/jun_04/news_4670.shtml). Apollo