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


To: Mr. Sunshine who wrote (1000)4/3/1999 11:49:00 PM
From: Uncle Frank  Respond to of 54805
 
lol. I believe, Steve.

The pro qcom crowd is pretty tough group; It kind of reminds me of the dellheads (which is a good thing) <g>.

If I didn't see good margins in qcom's future, I wouldn't put my hard earned stake into them, which I plan to do next week.

Frank



To: Mr. Sunshine who wrote (1000)4/4/1999 5:19:00 AM
From: gdichaz  Respond to of 54805
 
To Steve: Cogent analysis IMO - a thing of beauty. A careful, full rundown of why the current 3 percent gross margins of the Q shouldn't hold anyone back from investing in the Q now, or the keepers of the Gorilla keys from recognizing a gorilla staring them in the face up close. Congratulations and thanks. Chaz too