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

To: LindyBill who wrote (1278)	4/13/1999 9:25:00 PM
From: William	Read Replies (2) \| Respond to of 54805

QCOM has been wild this week. I would not be surprised to see some pullback from here. New IRA money for 1998 can come in until Thursday. That doesn't mean it has to go into stock by then, just in accounts. Friday is option day. Great long term buy, but if anyone is looking to pick some up soon, may want to watch it for a better price. UNPH, CSCO, DELL have all pulled back. Stochastics show a pullback on Q likely. Any other thoughts folks? William

To: LindyBill who wrote (1278)	4/13/1999 11:33:00 PM
From: Dr. Id	Read Replies (1) \| Respond to of 54805

Good article on Intel as continuing good long term fool.com

To: LindyBill who wrote (1278)	4/14/1999 7:47:00 AM
From: gdichaz	Read Replies (1) \| Respond to of 54805

To LindyBill: Beginning to think that Globalstar may be a potential gorilla, not just a king in satellite voice now, data later. G* uses "satellite" CDMA for communication between base stations and satellites - unique - no other satellite system can use. In addition, G* handles both CDMA and GSM handsets (combined with "satellite" CDMA). This could be particularly powerful in China which will without question be the world's number one wireless market. In China it is not so much a matter of "filling in the holes" as major use as a primary system - especially rural telephony. Note that those who think Chinese too poor to use cell phones need to think twice. Talk : Communications : Globalstar Telecommunications Limited GSTRF \| Previous \| ------ \| Respond \| To: Dragonfly (3880 ) From: brian h Tuesday, Apr 13 1999 9:47PM ET Reply # of 3886 Dragonfly, You are right G's Sat. CDMA and GSM mode phones will be available when G is ready for commercial launch. ERICY and that Italian company will be primarily supplying these phones until Q's landline CDMA networks available in China (It will be a while.) That is why it is important to have ERICY's G* phone available ASAP when the system is ready to go. China Telcomm. + ERICY's G* and GSM dual mode phone will be a perfect match in China. G* phone will be truly an extension of landline services (celluar, fixed wireless phone, or wire line phone). China Telcomm, for sure, will subside G* phone and phone rate to its customers. That is a huge plus. G* will benefit so much by helping China Telcomm and China government to have a full control (good or bad?) of its land no matter where people go without spending much of its own capital. Though the average Chinese are poor and can not afford such phones, China Telcomm will help make sure G* markets are truly being served. Stay tuned to see if Mr. Schwartz is right or not. Just be patient. Best to all, Brian H.