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

To: JRH who wrote (2199)	5/24/1999 9:35:00 PM
From: Ruffian	Read Replies (2) \| Respond to of 54805

JRH, Dell must get into the hand held communicator business to realize explosive stock returns. IMO, Mp

To: JRH who wrote (2199)	5/24/1999 10:04:00 PM
From: LindyBill	Respond to of 54805

How many companies the size of DELL are growing at greater than 30% still? Yeah, JR, but we are a greedy bunch! 1: the adjustment down on growth will make the stock lie there for a year, at least. 2: We are looking for 40% or better. (I told you we were greedy!)

To: JRH who wrote (2199)	5/25/1999 7:41:00 PM
From: JRH	Read Replies (2) \| Respond to of 54805

I spoke with a communications chip-design expert this weekend from the University of Helsinki about the Q. As a long term holder, his thoughts are worth pondering, IMO. What he said was that early on, QCOM clutched their technology really tight and this restrained the propagation of CDMA in the wireless world. Now, I could be totally wrong on this (I hope I am), but isn't this the same thing that Apple did in the 80's, which eventually led to their demise? I don't know if QCOM has changed or not in their philosophy, and the recent reports of them being absent in formal UMTS negotiations (http://www.techweb.com/se/directlink.cgi?EET19990524S0009) almost supports the thought that they have not indeed changed much. Can someone help me out here and tell me what I am missing? Thanks, Justin Still trying to grasp this company! :o)