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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (4835)	8/12/1999 8:12:00 PM
From: Uncle Frank	Read Replies (1) of 54805

To All: One on the endearing features of the New SI is that it occasionally refuses to accept a message you are trying to post. Even Merlin isn't immune from this evil spell, so he has asked me to make the following post for him: >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Frank, This week has indeed confirmed the way we process information in the folder. First, Geoff Moore reveals what we've known about the Q all along. More important, we didn't cave into him for a nanosecond just because he is the "expert." Now the Motley Fool tells us that we "could have" discovered the Q by observing the following: "Another way to have dialed into Qualcomm was to look at the Ericsson agreement. For those who have been watching the wireless market and pondering which next-generation technology would become the standard, having Ericsson yield on the CDMA patents and actually get behind Qualcomm's CDMA licensing efforts was obviously a major victory for the company,..." Well, ummm, we sure could have. :) --Mike Buckley

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