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

To: Eric L who wrote (1871)	4/18/2006 7:40:55 PM
From: BDAZZ	Read Replies (1) \| Respond to of 2955

>>It is wise to remember that the "fringe technology" that Andrew was referring to back in 2002 was CDMA, not WCDMA<< Pound that old tired drum as much as you want, Orlow was a QCOM negative. This is about investing and to investors in QCOM, WCDMA is CDMA. QCOM gets the licenses and the royalties. All that other stuff is emotional nonsense. Call it a chimp, a king, or a prince ... who cares? As an investor I'll gladly take a kitten that makes 400% over a king that proudly boasts number one market share but stagnates below 20 for three years. Notice we never hear Orlow or anyone else defending his "nutball" comment. They have all deserted, defected, or converted leaving only one to wave that moth eaten flag from years ago, from days of glory, before QCOM made fools and then believers of all those once condescending skeptics. Orlow can now only wish he himself were a nutball from back then. His comments along with all the others who fought so hard to convince the longs that we were the misguided "nutballs" now bring as many grins as the company brings dollars.