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

To: chaz who wrote (1232)	4/8/1999 8:53:00 PM
From: gdichaz	Respond to of 54805

To Chaz;: Thank you. As a person trained in economics and international affairs who has spent much of my life in trying to help people in Asia, Latin America and other less developed areas in improving their opportunities, I became more and more interested in technology as a means to improve people's lives. My interest in technology is deep and broad therefore. Fundamentals are all important IMO and find any focus on price movements or the "market" not only boring but useless. None of us has any idea what the "market" will do in the next hour, let alone tomorrow, next month, next year or next decade. But it is possible and practical to learn about technology areas such as telecom equip - especially with a focus on wireless and fiber. My investments there reflect my interest intellectually in learning as much as I can about cutting edge technologies in these fields. I have therefore spent much time trying to find gorillas and royalty although I did not know the terminology. It is for that reason I am pleased to be able to share ideas on this thread. Enough, you and I not only share the name Chaz but an interest in fundamentals. Best regards and luck in your move. Chaz too

To: chaz who wrote (1232)	4/10/1999 9:36:00 AM
From: John Carragher	Read Replies (2) \| Respond to of 54805

Baron's today interview with Frank Jenney of Oppenheimer. It's time to pick stocks. A: I have owned Qualcomm for over three years. When I bought it, people said their CDMA technology for cellular phones didn't work. We checked out CDMA, which stands for code division multiple access, and it works. So well, in fact, that on March 25, Qualcomm settled a longrunning patent dispute with Ericsson, which wanted to make GSM the global standard and didn't want to pay large royalties to Qualcomm. Now they and everyone else will. CDMA technology has become the world standard for cellular phones. It will be in all handsets, and in wireless local loops, which are local phone systems without wirelines. Cellular telephony still has vast potential. Soon e-mail will be available on cell phones. You'll also be able to surf the Internet on one. People will want Web appliances in their cars. Q: What's so good about CDMA? A: It allows a lot of cell phones to operate in the same place at the same time without interference. It provides more capacity per cellular system. This is especially critical in transmitting wireless data. Q: Qualcomm soared to $155 a share recently, from $87 on March 24, then eased. How much more is there to go for? A: Three weeks ago, its market cap was $7 billion, up from $4 billion a few months ago. Earnings should grow very strongly for many years. Qualcomm in time could become a big-cap, which I define as $100 billion. It has massive upside potential. It would be crazy to sell it now.