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

To: JRH who wrote (1261)	4/11/1999 12:46:00 PM
From: LindyBill	Read Replies (1) \| Respond to of 54805

Can someone please write up a quick outline on QCOM's strengths and gorilla qualifications? Hey, JRH, we have really gone through this at length, and, as you say you have been following the thread, what is it that puzzles you? Q flat owns the cell phone business of the future. If you want to make wireless phones or systems, you are going to pay them a royalty. That, in essence, is it.

To: JRH who wrote (1261)	4/11/1999 12:53:00 PM
From: Uncle Frank	Respond to of 54805

>>I have been following all of the arguments regarding QCOM on this thread and have even tried to follow the QCOM thread a bit. But I still cannot seem to put together all of the pieces for this company. Justin, there is no argument regarding qcom. We have collectively decided that it is a true baby Gorilla. You must be letting your college life get in the way of your dd. Forego a few beer busts and go back and read the thread. There's enough data for an Analytical type like you to come to a conclusion. Here's the topper, though: Buckley, LindyBill, and Uncle Frank actually agree on this one; buy it! Frank PS: quit whining about losing qcom in the W&W portfolio; the G&K is only up 37% in comparison to your 79% <g>.