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

To: Uncle Frank who wrote (466)	2/25/1999 1:12:00 PM
From: LindyBill	Read Replies (2) \| Respond to of 54805

One of the strongest Gorilla candidates out there is QCOM, IMO. I made 250% on the IPO, I have a son-in-law in management there, and know them well. They have "taken over" San Diego. They have had two hangups. One: will CDMA work, and two: can they settle the patient suits, and make a deal with Erickson, who controls Europe. Since this technology is really needed in Asia, they also got hung up with the 'Asian flu", especially in Korea, which has gone big time CDMA. Well, CDMA is pretty well proven, and I understand they are settling their patient suits, and are close to a deal with Erickson. Asia will always be a question, (will the Chinese shaft them?), but I have put the stock back on my watch list. The Stock went from an adjusted 13 to 40 in 93, when I got out, has laid there, and is now about 77. Watch the news, and if the stock starts moving, you might buy a call.

To: Uncle Frank who wrote (466)	2/25/1999 2:29:00 PM
From: DownSouth	Read Replies (1) \| Respond to of 54805

Asian memory makers wouldn't care to be under the control of Rambus, and are developing alternatives Unc, I am no expert either, but in following the stock closely, the scenario seems to be that even the Asians are preparing to manufacture RDRAM. INTC's commitment to the architecture is compelling. Also, there is no competing architecture with the performance of RMBS. Delivery of the Camino chip set to support RMBS on PIII in September is the last ingredient. I believe you and I had a dialog about RMBS a few months ago and your opinion has not changed since. Perhaps you are not interested, but those that are may wish to lurk on the RMBS thread. It is a good thread.