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

To: DownSouth who wrote (1504)	4/26/1999 11:03:00 AM
From: gdichaz	Read Replies (1) \| Respond to of 54805

To DownSouth: A word of caution. Suggest you be careful of your terminology. Specifically, what do you mean by "ethernet"? There are many possibilities for access to the e-net in addition to using CDMA for that purpose, no? CDMA may be a player in wireless to internet and may well be the winner, but Java, Jini, etc. and some European companies are possibilities. Last, the S-CDMA which Terayon (TERN) uses for its advanced modems for cable access does not need any Q patents as best I have been able to discover, though would welcome any proof otherwise. Chaz too

To: DownSouth who wrote (1504)	4/26/1999 6:48:00 PM
From: Scott Overholser	Read Replies (2) \| Respond to of 54805

downsouth - you're talking about CSMA - not CDMA with respect to ethernet. tho i get your point.

To: DownSouth who wrote (1504)	4/26/1999 7:47:00 PM
From: LindyBill	Read Replies (3) \| Respond to of 54805

Well, South and thread, it looks like our Qualcomm "Gorilla" is emerging from the mist. When I predicted a 200 price For Qualcomm by the end of April, I thought I was a "Raging Bull", but we went from 189 to 218 today and settled at 203 1/2, up 12 5/8. I am up 40% on this "Turkey" in less two weeks! If we get the quarterly earnings reports that are expected, we should hit 300 by the end of the year, IMO. We will take some general market hits, and probably a China scare, along the way. This Bull Market is so volatile, that, after the up and down last summer, I am prepared for a 30 to 40 point drop to happen at any time.