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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (6867)	9/23/1999 1:10:00 PM
From: Eric L	of 54805

Unq, Thread (those invested in or watching QCOM), This quote from the Old New Qualcomm thread (# 1862) is pretty darned good (IMHO) so I thought I should share: "the world had been frozen with analog services for a long time and the digital revolution that has taken place over the last 3-5 years and for the next 10 years has been a long time in coming. QC was perfectly postioned with the right product at the right time when this explosion took place, made the exact right technology choices ( which is what IMJ and Dr. V are absolutely the worlds BEST at), and then executed this." So sayeth engineer. The statement and the excellent post are placed somewhat in the context of "The Innovator's Dilemma", (which I have not read, but which is in the same Amazon shipment as the Revised Manual due any moment), I gather. - Eric -

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