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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: LLCF who wrote (7419)	10/3/1999 11:08:00 PM
From: Mike Buckley	Read Replies (2) of 54805

Eric and David, Do the two of you mind if I jump into the middle of your discussion? Eric, you wrote: Merlin believes that the fundamental crossing for the Q took place a full year before the perceptual crossing. The essence of your point is probably true, but I've never tried to determine the date that Q's product crossed the chasm. David, you wrote: it looks to me like the market new all along, Look how fast the stock caught up to it's new found status once Mr. market knew for sure Q had a proprietary position. Without the settlement it was unclear that Q's asic's were any different than what anyone else could make... Here's where I kind of disagree with both of you in a nit-picking kind of way. :) The event defined for the market that Qualcomm had a proprietary position, not that a chasm had been crossed or that the tornado had begun. Call it what we may, but the market's perception was that 1) all of the CDMA royalties would go to Qualcomm instead of being split with Ericsson, and 2) Ericsson would become Qualcomm's partner and as a result increase the rate at which those royalties would flow. Like I said, I'm picking nits. :) --Mike Buckley

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