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

To: Mike Buckley who wrote (873)	3/29/1999 8:59:00 AM
From: Uncle Frank	Read Replies (2) \| Respond to of 54805

>>As that article points out, in this month of March madness Qualcomm's CDMA is no slam dunk. Agreed. Anyone who thinks it's necessary to catch the momentum of last week's announcements on qcom may be making a big mistake. Qualcomm is not an internet IPO; it has been around for a while, and has some core business issues that I will need to understand more fully before I divert my investment focus from my current favorites (msft, csco, aol, and dell). Speaking of dell <wince>, they are making a presentation today at the Cowen Technology Conference today which I hope will give clues to their current quarter's outlook and the health of the high end computer/low end server markets. Dell is still under heavy pressure since their revenue shortfall last quarter, but it appears their business (as opposed to their stock) may still be very healthy. Frank