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

To: LindyBill who wrote (1087)	4/5/1999 7:30:00 PM
From: blue_lotus	Read Replies (1) \| Respond to of 54805

Hi LindyBill, Good move on QCOM! I completely agree with you that QCOM is a Gorilla. Here is why I think so: 1) The whole world is going to go with some form of CDMA. Thus, QCOM shall get royalties from every wireless phone (CDMA) and equipment sold. In an article a couple of months back NEC predicted a 400 billion WCDMA market in 2004. Just 1% royalties from that would be 4 billion. (Shall try to locate that article from the QCOM thread) 2)QCOM is the leader in CDMA ASICS. Soon there will be more CDMA phones and devices selling then computers. 3)QCOM has a bunch of other things for gravy: a) phones b) wireless knowledge c) omnitracs d) globalstar contract e) other government contracts f) digital cinema g) Eudora 4)Most importantly they own the expertise that discovered all this. Imagine what they will come up with next. -Raj

To: LindyBill who wrote (1087)	4/5/1999 10:12:00 PM
From: Ritch	Respond to of 54805

LindyBill - I want to thank you for educating me on QCOM. I took the plunge this morning and bought half of what I want. (wish I would have bought the other half too!:)) Congratulations on your big gains today! I also had my biggest day ever today. I am invested in a few more stocks than you, my biggest holding being AOL (LOL). I want to thank you, Uncle Frank, and all of the other contributors to this thread for changing the way I invest. I have been following this thread from the day it started and I have learned a lot from all of you. (I am almost finished with the book). Good luck to you. Ritch