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

To: Grantcw who wrote (986)	4/3/1999 5:48:00 PM
From: gdichaz	Read Replies (1) \| Respond to of 54805

To Grant: Focus right on IMO. Questions important. But again just opinion on my part - but based on a bit of experience. Re the Q and price track. If any of us could answer that, we would be superpersons. No one knows. The Q has risen fast but IMO much due to huge new recognition by those who were snowed by old thinking (helped by Ericsson press release hand outs - and maybe a lunch or two) But anyway you cut it, the Q is a gorilla, so sooner beats later. Re UNPH and its "gorilla-ness" So far a king. Maybe an emerging gorilla, but problem is that it fits the King profile better than the gorilla profile up to now. Huge opportunity tho. And I for one, love Kings. NT and LU have been good investments and will continue so in the indefinite future IMO. Cheers. Chaz too. PS And think Sun Micro is the best single investment I have for long run. Gorilla or King or whatever, it is so broad and has so much going for it, it is awesome. Microsoft is soft bait in comparison. :-)

To: Grantcw who wrote (986)	4/3/1999 7:01:00 PM
From: Morgan Drake	Read Replies (3) \| Respond to of 54805

Grant...Gilder sees JDS/UNPH as the "Intel of the Telecosm."

To: Grantcw who wrote (986)	4/4/1999 5:21:00 PM
From: gdichaz	Respond to of 54805

A Q thread sampler: Suggest those uninterested in the Q, skip. :-) Talk : Communications : Qualcomm - Coming Into Buy Range To: michael piturro (26027 ) From: Maurice Winn Sunday, Apr 4 1999 4:57PM ET Reply # of 26032 Eudoracoin [TM] Very, very interesting! ------------------------------------------------------------------ ... Without talking specifics, he plans to expand the company's relatively small Eudora e-mail business, its OmniTracs global satellite positioning service, and its newly hatched digital cinema business -- a venture Jacobs called "very, very interesting." Qualcomm has developed technology that can beam motion pictures via satellite to digital projectors. The upcoming Star Wars movie will be the first shown using digital projectors on four screens in two cities yet to be announced. "Qualcomm is always looking at new directions," Jacobs says. ------------------------------------------------------------------ Let's talk specifics. What do we suppose they will do with email which would make it first in the list? Email in most people's minds is now an idle curiosity handled for the most part by Outlook Express and all the other options. Given away for free with other software. Eudora Light is given away. Eudora Pro is sold, but not in enough quantity to get Q! excited. Irwin isn't interested in some marketing hype to make Eudora more accepted. Q! is hot stuff in PureVoice, encryption, fabless ASICs, CDMA transmission, with Wireless Business Solutions [OmniTRACS], WirelessKnowledge and a Peripheral Processor [TM] division which is tops in CDMA. They also have this pokey little division called Eudora. As we know, Yahoo! and other Web things garner a lot of excitement in the collective consciousness developing via the internet. People intuitively know that the Web is where it's at. For people like Irwin, Andy and Klein, 'new directions' with elegant solutions is much more fun than lolling around a Club Med pool with a tequila. Communication is what people are by definition [for now anyway]. We only exist in relation to other people. Obviously physiological functions carry on in isolation, but a lot goes missing from people in solitary confinement or even if they live alone in a Californian Ecosphere for a few months with no radios, tv, newspapers, phones etc. Yahoo! is fine, but that isn't enough. A means to communicate is needed, one to one. On a contractual basis. WirelessKnowledge is fine too. An extra-somatic brain only a voice command away. Well, a keyboard click away at the moment. But Eudora is a potential carrier of voice, image, script, and cold, hard, encrypted, cash! Direct from me to you. Or from you to a shop you are standing in. Or from anywhere to anywhere. So, all you newby mo-mo, Rah! Rah! Rahrians, with greed in your mind and '$-$' signs in your eyes, forget about OmniTRACS, forget about 'cellphones' with CDMA in them. You missed that boat. BUT, you are in time for the REAL FUN. Which hasn't even begun yet. Q! could open an encrypted cyberbank using their stock as currency, you could have an account there, you could buy a cdma2000 or WWeb handset and the world's your oyster. EFTPOS is doomed. The Fed is doomed. Alan Green$pan is due to retire soon anyway. National currencies are doomed. Freedom is around the corner. Once you are encrypted, they can't get your money. Q! has got the financial resources to do it, they have all the bits and pieces. Nobody else can do it! Bear in mind I'm making all this up and Q! has not said anything about any of this that I'm aware of. It just seems to make sense. Plus it's a nice day. Mqurice [not selling Q! stock] @913 PS: Irwin earlier said that the quarter to 31 March was 'very, very good'. We'll soon know what 'very, very' means when Irwin says it. We can then overlay that 'very, very' onto his comments about Eudora, OmniTRACS and Cinecomm. Anyone else got ideas about why Eudora should be so very interesting? [Peripheral Processor [TM] is the handset and devices on the periphery of the internet. The base stations are there too. George Gilder reckons that is where the action is going to take place and that makes two of us]