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

To: Mike Buckley who wrote (1112)	4/6/1999 1:10:00 AM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

I haven't looked at the G&K Index since mid last week, but I'm not surprised to see that it's up 35.2%, 5.6% today alone. Only 3 of the 20 Index components are down ytd - cpq, sap, and orcl. QCOM and AOL lead in growth, at 169% and 124%, respectively. I'm underperforming the Index, but considering some of the bonehead moves I've made this year, I'm pleased as punch to be >25%. So what if LindyBill is running double my ytd return <vbg>. Frank

To: Mike Buckley who wrote (1112)	4/6/1999 3:12:00 AM
From: LindyBill	Read Replies (1) \| Respond to of 54805

Hey, Mike, are we having fun or what? I remember kicking QCOM around briefly with you on the Motley Fool thread on Gorillas last spring. This is really going to be an interesting ride! I think that there are enough people in the "Institutions" who understand what you are posting, and I believe, to run this stock to 300 this year. We will probably get a "bump" when the Chinese, as I am sure they will, announce something that looks anti-Qualcomm later this year. They have centuries of experience in playing off the "Foreign Devils" against each other. Selling to China hasn't changed much since the "Opium War" days. The Europeans are not going to lie down; either, although the Ericson connection should provide the "support chain" that a Gorilla always gets from its partners. The Digital movie projection business is a sidebar, but fascinating! Can you imagine opening a "Star War's X" in 10,000 theaters worldwide at once? Your marketing cost for the movie goes to "zilch", compared to today, when you divide it up among that many theaters in one week. And no film cost! I think the patents, the high cost of switching, and the lead they have, makes this a baby "gorilla" business within the company. Now, if they will just sell the phone business to Nokia, the margins should blossom. It's really funny to realize that the original business of Qualcomm was to provide real time digital communication, via satellite,to the trucking industry. They mount receivers on the tops of the trucks with computers in the cabs, and provide instant control of the truck fleet to the company headquarters. This business provided the cash flow to develop CDMA, and is still a growing, major, division.

To: Mike Buckley who wrote (1112)	4/6/1999 8:46:00 AM
From: DaveMG	Read Replies (1) \| Respond to of 54805

Not to be unkind, but I don't understand the mentality of questioning where everyone was when a stock was priced a lot lower than it is now. It's not as if we're competing in the investing Olympics and that those of us come to the game later than others of us should feel bad about it I said it was a rhetorical question. I'm just amazed at how psychology can change over night, that's all. Dave

To: Mike Buckley who wrote (1112)	4/6/1999 9:45:00 AM
From: gdichaz	Read Replies (2) \| Respond to of 54805

Mike, For old times sake: Subject: Telecom game report Date: 4/6/99 9:33 AM Eastern Daylight Time From: GDICHAZ Message-id: Through April 5 As of May 22, 1998 Apr 5 Gain/Loss 90 QualcommQCOM@ 55.4375=4,989 @148.875 = 13,399 8,410 169% 29 Tellabs TLAB @ 68.9375=1,999.1875 @103.875 = 3,012 1,137 57% 42 Lucent LU @ 35.9375=1,509.375 @58.9375 = 2,475 966 64% 22 Nortel NT @ 67.625= 1,487.75 @66.1875 = 1,456 -32 -02% Total stock purchase 9,985.6875 20,342 10,356 104% Money market 14.3125 14 0 TOTAL 10,000.00 20,356 10,356 104% Chaz too Note: Table badly spaced for here, but don't have a clue how to fix it. At least shows game as of last spring and now. And those few who might be interested can probably fight through the maze. :-)

To: Mike Buckley who wrote (1112)	4/6/1999 1:23:00 PM
From: gdichaz	Respond to of 54805

For anyone here interested in the Q Best source of info on CDMA: Talk : Communications : Qualcomm - Coming Into Buy Range To: w molloy (26278 ) From: bruce gilling Tuesday, Apr 6 1999 12:40PM ET Reply # of 26283 to all- One-of-a-Kind CDMA Site Introduces New Look And Enhanced Content; www.cdg.org Most Comprehensive CDMA Resource COSTA MESA, Calif., April 6 /PRNewswire/ -- Serving as the wireless industry's leading resource for CDMA-related information, the CDMA Development Group (CDG) today unveiled its newly designed web site located at cdg.org. Averaging close to 1.5 million hits a month, this award-winning web site now incorporates leading wireless industry executives' audio and video presentations, a CDMA Product Pavilion, a 3G Pavilion and lively features that enhance the quality and aesthetics of the innovative site. ''The updated CDG web site is the most comprehensive medium to obtain CDMA information available to the public,'' said Perry LaForge, executive director of the CDG. ''The site eliminates the need to scan through multiple menus to access information and includes CDMA-related links, viewpoints, industry contributions, and a vast array of global news. Especially exciting are the new audio and video presentations by key industry experts, as well as the Product and 3G Pavilions showcasing the latest CDMA products and services and up-to-date news on 3G developments. One of the hallmarks of the CDG website has always been its dynamic nature with daily updates of breaking news, pertinent documents and contributions on the hottest issues in the industry. These features are carried over into the new site, and we encourage everyone that is interested in CDMA to visit the site often.'' The features of the CDG's site include: -- Special Features: A series of special features provide visitors with video clips from recent CDG events, access to papers delivered at conferences and seminars and guest columns submitted exclusively to the CDG by prominent industry analysts and executives. -- Product Pavilion: Visitors can locate information on CDMA operators, subscriber equipment, network equipment, network optimization and enhancement, revenue management, and network interface and access. -- 3G Pavilion: This section is a central source of information on 3G developments including the evolution of cdmaOne(TM), spectrum policy, 3G-related news, and CDG and member companies' viewpoints and positions. -- CDMA Worldwide: Up to date status of CDMA deployments around the world can be found in this section as well as the history of CDMA subscriber growth. Geographic groupings allow visitors to view information and maps on CDMA systems in Africa and the Middle East, Asia Pacific, Europe-Russia, Latin America, and North America. -- Multi-lingual support: A number of documents and news releases are available in Spanish and Portuguese with expansion of foreign language content under development. -- Members Only: Through this secure section of the web site, CDG Members may post and download working documents, reference documents and meeting minutes for CDG teams. -- Message Room: This section serves as a general forum where users can click on topics such as Wireless Local Loop, third generation and CDMA classifieds to view messages, ask questions and send replies. The CDMA Development Group (CDG) is a nonprofit trade association formed to foster the worldwide development, implementation and use of cdmaOne. The 100 member companies of the CDG include many of the world's largest wireless operators and equipment manufacturers. The primary activities of the CDG include development of cdmaOne features and services, public relations, education and seminars, regulatory affairs and international support. Currently there are more than 500 individuals working within various CDG subcommittees on cdmaOne-related matters. For more information about the CDG, contact Christine Bock of the CDG News Bureau at 714-540-1030, ext. 11, e-mail chrisbock@bockpr.com or visit the CDG Web site at cdg.org. SOURCE: CDMA Development Group