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

To: LindyBill who wrote (983)	4/3/1999 4:41:00 PM
From: marginmike	Respond to of 54805

Even if Qcom had lost the case its earnings potential would still have been great. If the case was lost it would have simply made ericy a little richer and Qcoms royalty alittle lower. Big deal!

To: LindyBill who wrote (983)	4/3/1999 5:02:00 PM
From: gdichaz	Read Replies (2) \| Respond to of 54805

Just for fun. Agree strongly with the philosophy of not looking back but forward. A few really good homeruns and multibaggers make up for strike outs and a lot more. On courts though, see my link just before this on views of "leaders" of the Q and Ericy. On substance, think Microsoft is dying. Focus wrong. May survive but wounded at a minimum. Why bother with it? (The future lies with thin clients / fat servers - Citrix and Sun Mico and Linux) and the gorillas in the mist are found in telecom broadly defined. To me court battle ain't the problem, the control of the desktop is slipping out of Microsoft's grasp and no business practice can make up for that IMO. But know this is minority view and in the meantime the "know-nothings" (just a term of irony, not more) :-) keep bidding it up as if it still has the potential it had in the late 80's. Wrong IMO. Look for and invest in emerging gorillas - viz. the Q - not aging wounded gorillas. But that is maybe why Uncle Frank thinks I am an iconoclast. :-) Chaz too PS And Dell just puts together boxes - the wrong kind of boxes IMO - prefer a phone or a PDA. :-) Dell will hang on due to assembly skill but zero technology lead - therefore doomed too IMO - a slow death tho. But Easter is coming. Happy Easter/Passoverl.