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

To: DownSouth who wrote (1576)	4/29/1999 9:35:00 PM
From: Morgan Drake	Read Replies (4) \| Respond to of 54805

Here's my thinking. People are going to be buying more PCs this year with plummeting PC prices. So MSFT is probably safe in the short term. Although you never know, given that the world is going to wake up later this year to the prospect of a non-PC dominated future. CSCO is going to have to hustle with acquistions if it's gonna compete with LU. That will probably depress earnings, so maybe short term that's not a good bet. Additionally, it's my understanding that there are some CSCO killers moving up fast on the outside. Small companies with superior and cheaper technology. If there's a paradigm shift soon, CSCO could be caught sucking wind. INTC is definitely out, IMHO. I just sold my father's trust out of it completely at 120 and bought all QCOM at 141. Held INTC for 6 years. What Q needs is a good MSFT/INTC/ERICY public relations propaganda machine. They don't have one, being dominated by engineers. Thus far, they see the engineers as having saved the day. However, when the only tool you have is a hammer, every problem looks like a nail. They could lose the momentum they have been handed. Consider that Q has yet to make the cover of any national business magazine. Not Forbes, not Fortune, not Businessweek. Your average TV or Radio business program/broker program, whether national or local mentions Q for more than 10 seconds, if at all. It is rare if you can even find Q in any national business periodicals editorial index (try it sometime). All the upward buying momentum in this stock has been from tech buyers and/or folks directly connected to the Street. Main Street has yet to discover Q. Morgan