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

To: Mike Buckley who wrote (1802)	5/8/1999 6:06:00 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

>>Where I peg Qualcomm's earnings growth over the next two years at 40% annually, the analysts are pegging Cisco's growth rate at roughly 25%. That's bogus, Mike. The analysts have been predicting a slowdown in csco's revenue growth for years, but it hasn't come to pass - yet <g>. imo, they are just underestimating the Gorilla. Cisco's cgr is over 50% for the past 5 years. >>And I think QCOM's CDMA is a bit like both of their locks, but more like Intel's lock. Strongly disagree here, Mike. To me they look just like msft and csco. What ipr setream do you see at Intel? Otherwise, a good review, but why compare them? They are both fantastic and both fairly valued for their current positions. Frank